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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 | $98,058 | $65,390+50.0% | $169,385-42.1% | $71,495+37.2% |
| Participation rate | 45.2% | 67.0%-21.7pp | 77.2%-31.9pp | 67.9%-22.7pp |
| Annual return | 18.76% | 21.31%-2.6pp | 405.82%-387.1pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,867 | $2,079-10.2% | $4,012-53.5% | $2,589-27.9% |
| Participant deferral / active EE | $5,114 | $4,367+17.1% | $6,221-17.8% | $4,291+19.2% |
| Admin fee / account holder | $1,702 | $1,324+28.5% | $9,011-81.1% | $1,588+7.2% |