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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 | $55,049 | $111,814-50.8% | $103,378-46.8% | $145,978-62.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 12.32% | 24.80%-12.5pp | 24.91%-12.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $9,495 | $4,215+125.3% | $3,870+145.3% | $4,662+103.7% |
| Participant deferral / active EE | $14,686 | $5,618+161.4% | $5,058+190.4% | $6,690+119.5% |
| Admin fee / account holder | $4,139 | $9,764-57.6% | $8,401-50.7% | $13,400-69.1% |