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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 | $82,485 | $62,177+32.7% | $81,370+1.4% | $74,478+10.8% |
| Participation rate | 49.6% | 64.1%-14.4pp | 69.5%-19.9pp | 67.2%-17.6pp |
| Annual return | 11.48% | 16.62%-5.1pp | 24.85%-13.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $1,849 | $1,881-1.7% | $2,464-24.9% | $2,626-29.6% |
| Participant deferral / active EE | $3,920 | $3,219+21.8% | $3,885+0.9% | $4,350-9.9% |
| Admin fee / account holder | $5,512 | $1,927+186.0% | $5,749-4.1% | $1,946+183.3% |