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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 | $116,604 | $154,209-24.4% | $130,062-10.3% | $139,487-16.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 18.20% | 32.52%-14.3pp | -137.37%+155.6pp | 373.84%-355.6pp |
| Employer contribution / active EE | $11,901 | $5,292+124.9% | $4,322+175.3% | $4,755+150.3% |
| Participant deferral / active EE | $4,175 | $6,709-37.8% | $5,821-28.3% | $6,713-37.8% |
| Admin fee / account holder | $6,498 | $13,988-53.5% | $10,601-38.7% | $11,407-43.0% |