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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 | $88,818 | $111,814-20.6% | $103,378-14.1% | $145,978-39.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 20.20% | 24.80%-4.6pp | 24.91%-4.7pp | 550.52%-530.3pp |
| Employer contribution / active EE | $2,172 | $4,215-48.5% | $3,870-43.9% | $4,662-53.4% |
| Participant deferral / active EE | $4,755 | $5,618-15.4% | $5,058-6.0% | $6,690-28.9% |
| Admin fee / account holder | $5,407 | $9,764-44.6% | $8,401-35.6% | $13,400-59.6% |