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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 | $91,438 | $107,030-14.6% | $73,550+24.3% | $147,586-38.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 19.93% | 38.25%-18.3pp | -15.16%+35.1pp | 578.59%-558.7pp |
| Employer contribution / active EE | $2,990 | $1,760+69.9% | $1,219+145.3% | $4,876-38.7% |
| Participant deferral / active EE | $3,737 | $2,458+52.0% | $1,804+107.1% | $5,439-31.3% |
| Admin fee / account holder | $814 | $3,055-73.4% | $2,320-64.9% | $10,886-92.5% |