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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 | $90,814 | $167,415-45.8% | $140,514-35.4% | $198,609-54.3% |
| Participation rate | 55.0% | 80.9%-25.9pp | 77.8%-22.8pp | 82.4%-27.4pp |
| Annual return | 20.42% | 13.85%+6.6pp | 14.36%+6.1pp | 202.70%-182.3pp |
| Employer contribution / active EE | $1,591 | $4,088-61.1% | $3,378-52.9% | $5,055-68.5% |
| Participant deferral / active EE | $3,121 | $5,579-44.1% | $4,919-36.6% | $6,977-55.3% |
| Admin fee / account holder | $949 | $16,730-94.3% | $13,697-93.1% | $19,030-95.0% |