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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 | $83,566 | $105,284-20.6% | $150,734-44.6% | $94,015-11.1% |
| Participation rate | 31.2% | 71.7%-40.6pp | 78.4%-47.3pp | 70.8%-39.7pp |
| Annual return | 23.93% | 15.67%+8.3pp | 600.81%-576.9pp | 17.84%+6.1pp |
| Employer contribution / active EE | $1,945 | $3,599-45.9% | $4,918-60.4% | $2,790-30.3% |
| Participant deferral / active EE | $2,466 | $4,274-42.3% | $5,610-56.0% | $4,249-42.0% |
| Admin fee / account holder | $5,272 | $9,839-46.4% | $14,905-64.6% | $8,951-41.1% |