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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 | $94,018 | $106,923-12.1% | $84,023+11.9% | $152,909-38.5% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 16.84% | 105.02%-88.2pp | 71.32%-54.5pp | 345.46%-328.6pp |
| Employer contribution / active EE | $901 | $2,735-67.0% | $1,984-54.6% | $4,764-81.1% |
| Participant deferral / active EE | $1,244 | $4,013-69.0% | $3,239-61.6% | $5,851-78.7% |
| Admin fee / account holder | $1,156 | $8,289-86.1% | $6,102-81.1% | $11,601-90.0% |