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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 | $102,422-21.0% | $147,117-45.0% | $80,959-0.1% |
| Participation rate | 27.3% | 75.9%-48.6pp | 82.2%-54.9pp | 67.7%-40.4pp |
| Annual return | 17.99% | 135.16%-117.2pp | 420.54%-402.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $3,316 | $3,717-10.8% | $4,932-32.8% | $2,757+20.3% |
| Participant deferral / active EE | $7,871 | $6,652+18.3% | $8,065-2.4% | $4,300+83.0% |
| Admin fee / account holder | $15,507 | $7,953+95.0% | $12,993+19.4% | $6,925+123.9% |