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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 | $150,197-45.2% | $120,368-31.6% | $145,959-43.6% |
| Participation rate | 68.2% | 78.8%-10.6pp | 71.9%-3.7pp | 80.3%-12.1pp |
| Annual return | 9.62% | 154.26%-144.6pp | 107.26%-97.6pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,227 | $4,350-48.8% | $3,465-35.7% | $4,661-52.2% |
| Participant deferral / active EE | $3,592 | $6,174-41.8% | $4,991-28.0% | $6,689-46.3% |
| Admin fee / account holder | $27,078 | $12,216+121.7% | $9,429+187.2% | $13,398+102.1% |