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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 | $81,535 | $77,901+4.7% | $149,717-45.5% | $75,181+8.5% |
| Participation rate | 50.5% | 65.6%-15.1pp | 78.8%-28.2pp | 67.2%-16.7pp |
| Annual return | 18.11% | 31.73%-13.6pp | 134.41%-116.3pp | 160.69%-142.6pp |
| Employer contribution / active EE | $2,377 | $3,137-24.3% | $4,820-50.7% | $2,671-11.0% |
| Participant deferral / active EE | $3,098 | $3,411-9.2% | $5,682-45.5% | $4,126-24.9% |
| Admin fee / account holder | $984 | $5,949-83.5% | $13,213-92.6% | $5,650-82.6% |