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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 | $99,454 | $77,416+28.5% | $69,464+43.2% | $152,897-35.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.5%-22.5pp |
| Annual return | 21.22% | 39.08%-17.9pp | 28.98%-7.8pp | 345.43%-324.2pp |
| Employer contribution / active EE | $1,545 | $3,315-53.4% | $2,779-44.4% | $4,764-67.6% |
| Participant deferral / active EE | $5,193 | $4,413+17.7% | $3,536+46.9% | $5,851-11.2% |
| Admin fee / account holder | $12,828 | $6,208+106.6% | $3,840+234.0% | $11,599+10.6% |