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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 | $93,985 | $83,337+12.8% | $67,834+38.6% | $273,972-65.7% |
| Participation rate | 68.4% | 76.4%-8.0pp | 68.8%-0.4pp | 83.0%-14.6pp |
| Annual return | 7.57% | 259.45%-251.9pp | 138.47%-130.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,746 | $3,287-46.9% | $2,403-27.4% | $4,869-64.1% |
| Participant deferral / active EE | $1,924 | $4,088-52.9% | $3,160-39.1% | $5,287-63.6% |
| Admin fee / account holder | $8,908 | $6,752+31.9% | $4,622+92.7% | $10,133-12.1% |