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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 | $94,562 | $162,821-41.9% | $133,978-29.4% | $158,982-40.5% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 6.07% | 41.95%-35.9pp | 45.10%-39.0pp | 302.99%-296.9pp |
| Employer contribution / active EE | $2,414 | $4,976-51.5% | $3,919-38.4% | $4,763-49.3% |
| Participant deferral / active EE | $4,797 | $5,910-18.8% | $5,047-5.0% | $5,983-19.8% |
| Admin fee / account holder | $25,666 | $11,742+118.6% | $8,930+187.4% | $11,252+128.1% |