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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 | $82,331 | $150,346-45.2% | $120,524-31.7% | $145,877-43.6% |
| Participation rate | 68.2% | 78.8%-10.6pp | 71.9%-3.8pp | 80.3%-12.1pp |
| Annual return | 9.62% | 154.40%-144.8pp | 107.36%-97.7pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,227 | $4,353-48.8% | $3,469-35.8% | $4,663-52.2% |
| Participant deferral / active EE | $3,592 | $6,172-41.8% | $4,994-28.1% | $6,691-46.3% |
| Admin fee / account holder | $27,078 | $12,215+121.7% | $9,440+186.8% | $13,402+102.0% |