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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 | $76,949 | $104,650-26.5% | $83,854-8.2% | $155,188-50.4% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 21.52% | 28.97%-7.5pp | 31.39%-9.9pp | 148.84%-127.3pp |
| Employer contribution / active EE | $3,600 | $1,196+200.9% | $1,017+253.9% | $4,248-15.2% |
| Participant deferral / active EE | $15,250 | $2,367+544.2% | $2,035+649.3% | $6,531+133.5% |
| Admin fee / account holder | $1,202 | $3,518-65.8% | $3,197-62.4% | $14,480-91.7% |