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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 | $102,429-21.0% | $147,096-45.0% | $80,925-0.1% |
| Participation rate | 27.3% | 75.9%-48.6pp | 82.2%-54.9pp | 67.7%-40.4pp |
| Annual return | 17.99% | 135.02%-117.0pp | 419.75%-401.8pp | 35.65%-17.7pp |
| Employer contribution / active EE | $3,316 | $3,716-10.7% | $4,936-32.8% | $2,756+20.3% |
| Participant deferral / active EE | $7,871 | $6,649+18.4% | $8,071-2.5% | $4,299+83.1% |
| Admin fee / account holder | $15,507 | $7,957+94.9% | $13,005+19.2% | $6,940+123.4% |