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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 | $74,692 | $82,133-9.1% | $147,318-49.3% | $64,097+16.5% |
| Participation rate | 47.5% | 62.3%-14.8pp | 82.1%-34.5pp | 55.2%-7.7pp |
| Annual return | 15.05% | 78.78%-63.7pp | 70.43%-55.4pp | 34.64%-19.6pp |
| Employer contribution / active EE | $1,764 | $2,872-38.6% | $4,593-61.6% | $1,891-6.7% |
| Participant deferral / active EE | $4,194 | $5,407-22.4% | $7,906-47.0% | $3,080+36.2% |
| Admin fee / account holder | $6,330 | $3,730+69.7% | $13,708-53.8% | $3,454+83.2% |