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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 | $79,704 | $93,346-14.6% | $71,796+11.0% | $273,972-70.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 8.93% | 130.39%-121.5pp | 78.04%-69.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,360 | $2,733-13.7% | $1,924+22.6% | $4,869-51.5% |
| Participant deferral / active EE | $9,000 | $3,475+159.0% | $2,794+222.1% | $5,287+70.2% |
| Admin fee / account holder | $725 | $6,571-89.0% | $4,815-84.9% | $10,133-92.8% |