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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 | $89,871 | $105,929-15.2% | $81,716+10.0% | $158,966-43.5% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.0%-12.0pp | 82.0%-22.0pp |
| Annual return | 17.55% | 38.19%-20.6pp | 29.49%-11.9pp | 302.95%-285.4pp |
| Employer contribution / active EE | $4,234 | $7,802-45.7% | $4,310-1.8% | $4,762-11.1% |
| Participant deferral / active EE | $6,420 | $13,007-50.6% | $7,108-9.7% | $5,983+7.3% |
| Admin fee / account holder | $1,310 | $8,492-84.6% | $5,159-74.6% | $11,250-88.4% |