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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 | $88,564 | $110,801-20.1% | $86,868+2.0% | $167,518-47.1% |
| Participation rate | 23.8% | 75.8%-52.0pp | 71.6%-47.8pp | 82.1%-58.3pp |
| Annual return | 14.12% | 117.00%-102.9pp | 63.53%-49.4pp | 478.71%-464.6pp |
| Employer contribution / active EE | $1,021 | $3,245-68.5% | $2,496-59.1% | $4,838-78.9% |
| Participant deferral / active EE | $2,783 | $4,547-38.8% | $3,699-24.8% | $6,342-56.1% |
| Admin fee / account holder | $577 | $8,417-93.1% | $5,829-90.1% | $12,312-95.3% |