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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 | $99,759 | $103,393-3.5% | $87,103+14.5% | $152,909-34.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 10.99% | 28.10%-17.1pp | 28.19%-17.2pp | 345.46%-334.5pp |
| Employer contribution / active EE | $3,628 | $3,221+12.6% | $2,521+43.9% | $4,764-23.8% |
| Participant deferral / active EE | $6,789 | $4,778+42.1% | $4,049+67.7% | $5,851+16.0% |
| Admin fee / account holder | $18,310 | $12,195+50.1% | $7,491+144.4% | $11,601+57.8% |