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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 | $87,686 | $67,823+29.3% | $52,425+67.3% | $137,256-36.1% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 16.52% | 219.11%-202.6pp | 302.12%-285.6pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,383 | $1,163+18.9% | $914+51.2% | $4,156-66.7% |
| Participant deferral / active EE | $6,948 | $2,288+203.7% | $1,790+288.1% | $6,407+8.5% |
| Admin fee / account holder | $1,112 | $2,844-60.9% | $2,495-55.4% | $12,270-90.9% |