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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 | $80,918 | $102,385-21.0% | $147,080-45.0% | $80,9350% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 12.13% | 135.09%-123.0pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,584 | $3,717-30.5% | $4,933-47.6% | $2,757-6.3% |
| Participant deferral / active EE | $5,273 | $6,651-20.7% | $8,066-34.6% | $4,299+22.7% |
| Admin fee / account holder | $1,701 | $7,951-78.6% | $12,989-86.9% | $6,924-75.4% |