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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 | $90,685 | $52,353+73.2% | $120,225-24.6% | $82,448+10.0% |
| Participation rate | 54.3% | 58.3%-4.0pp | 69.6%-15.3pp | 68.1%-13.8pp |
| Annual return | 14.12% | 61.85%-47.7pp | 439.23%-425.1pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,586 | $1,510+5.0% | $3,475-54.4% | $2,551-37.8% |
| Participant deferral / active EE | $1,077 | $2,627-59.0% | $3,999-73.1% | $4,139-74.0% |
| Admin fee / account holder | $5,638 | $4,363+29.2% | $5,696-1.0% | $7,234-22.1% |