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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 | $80,870 | $102,382-21.0% | $147,005-45.0% | $80,8740% |
| Participation rate | 27.3% | 75.8%-48.6pp | 82.2%-54.9pp | 67.6%-40.4pp |
| Annual return | 17.99% | 134.89%-116.9pp | 418.76%-400.8pp | 35.62%-17.6pp |
| Employer contribution / active EE | $3,316 | $3,715-10.7% | $4,934-32.8% | $2,756+20.4% |
| Participant deferral / active EE | $7,871 | $6,646+18.4% | $8,070-2.5% | $4,297+83.2% |
| Admin fee / account holder | $15,507 | $7,942+95.2% | $13,006+19.2% | $6,935+123.6% |