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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,005 | $100,279-9.2% | $81,353+11.9% | $145,884-37.6% |
| Participation rate | 69.2% | 74.3%-5.0pp | 69.5%-0.3pp | 80.3%-11.1pp |
| Annual return | 13.63% | 34.49%-20.9pp | 24.82%-11.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,239 | $2,979-58.4% | $2,464-49.7% | $4,662-73.4% |
| Participant deferral / active EE | $3,186 | $4,611-30.9% | $3,885-18.0% | $6,690-52.4% |
| Admin fee / account holder | $6,250 | $8,206-23.8% | $5,766+8.4% | $13,392-53.3% |