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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 | $88,546 | $157,296-43.7% | $141,191-37.3% | $152,897-42.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 18.24% | 64.34%-46.1pp | 71.41%-53.2pp | 345.43%-327.2pp |
| Employer contribution / active EE | $2,654 | $5,262-49.6% | $4,736-44.0% | $4,764-44.3% |
| Participant deferral / active EE | $6,481 | $7,111-8.9% | $6,710-3.4% | $5,851+10.8% |
| Admin fee / account holder | $383 | $12,125-96.8% | $10,264-96.3% | $11,599-96.7% |