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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 | $90,617 | $117,846-23.1% | $102,434-11.5% | $145,884-37.9% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 11.43% | 31.90%-20.5pp | 29.46%-18.0pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,683 | $3,615-53.4% | $3,023-44.3% | $4,662-63.9% |
| Participant deferral / active EE | $4,161 | $5,733-27.4% | $5,055-17.7% | $6,690-37.8% |
| Admin fee / account holder | $1,419 | $13,356-89.4% | $9,462-85.0% | $13,392-89.4% |