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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 | $90,566 | $85,171+6.3% | $172,753-47.6% | $72,976+24.1% |
| Participation rate | 25.0% | 70.1%-45.1pp | 82.6%-57.6pp | 69.5%-44.5pp |
| Annual return | 16.86% | 27.32%-10.5pp | 803.00%-786.1pp | 81.02%-64.2pp |
| Employer contribution / active EE | $1,180 | $3,324-64.5% | $5,144-77.1% | $2,440-51.7% |
| Participant deferral / active EE | $1,485 | $3,260-54.5% | $5,198-71.4% | $3,608-58.9% |
| Admin fee / account holder | $343 | $5,880-94.2% | $13,956-97.5% | $5,124-93.3% |