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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 | $70,947 | $114,013-37.8% | $103,693-31.6% | $155,188-54.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 9.20% | 49.31%-40.1pp | 47.61%-38.4pp | 148.84%-139.6pp |
| Employer contribution / active EE | $2,472 | $3,131-21.1% | $2,920-15.4% | $4,248-41.8% |
| Participant deferral / active EE | $2,750 | $4,970-44.7% | $4,579-39.9% | $6,531-57.9% |
| Admin fee / account holder | $15,418 | $8,407+83.4% | $7,858+96.2% | $14,480+6.5% |