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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 | $89,927 | $98,776-9.0% | $149,745-39.9% | $79,856+12.6% |
| Participation rate | 57.9% | 75.8%-17.9pp | 82.5%-24.6pp | 69.6%-11.7pp |
| Annual return | 17.97% | 27.38%-9.4pp | 276.72%-258.8pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,754 | $3,217-45.5% | $4,646-62.2% | $2,471-29.0% |
| Participant deferral / active EE | $3,968 | $5,681-30.2% | $6,843-42.0% | $3,741+6.1% |
| Admin fee / account holder | $1,628 | $6,053-73.1% | $9,312-82.5% | $5,306-69.3% |