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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 | $88,659 | $100,901-12.1% | $75,501+17.4% | $147,585-39.9% |
| Participation rate | 60.0% | 77.1%-17.1pp | 72.4%-12.4pp | 82.8%-22.8pp |
| Annual return | 23.63% | 35.78%-12.2pp | 27.35%-3.7pp | 578.58%-555.0pp |
| Employer contribution / active EE | $2,583 | $3,253-20.6% | $2,352+9.8% | $4,876-47.0% |
| Participant deferral / active EE | $3,228 | $4,027-19.8% | $3,142+2.7% | $5,439-40.6% |
| Admin fee / account holder | $1,281 | $11,285-88.7% | $5,801-77.9% | $10,886-88.2% |