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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 | $55,441 | $102,382-45.8% | $147,005-62.3% | $80,874-31.4% |
| Participation rate | 68.1% | 75.8%-7.8pp | 82.2%-14.1pp | 67.6%+0.4pp |
| Annual return | 22.74% | 134.89%-112.2pp | 418.76%-396.0pp | 35.62%-12.9pp |
| Employer contribution / active EE | $2,987 | $3,715-19.6% | $4,934-39.5% | $2,756+8.4% |
| Participant deferral / active EE | $6,174 | $6,646-7.1% | $8,070-23.5% | $4,297+43.7% |
| Admin fee / account holder | $5,748 | $7,942-27.6% | $13,006-55.8% | $6,935-17.1% |