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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 | $63,826 | $93,598-31.8% | $135,974-53.1% | $75,173-15.1% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.4pp |
| Annual return | 19.85% | 30.89%-11.0pp | 68.30%-48.5pp | 160.72%-140.9pp |
| Employer contribution / active EE | $3,503 | $3,538-1.0% | $4,859-27.9% | $2,671+31.2% |
| Participant deferral / active EE | $10,200 | $6,405+59.2% | $7,760+31.4% | $4,126+147.2% |
| Admin fee / account holder | $29,780 | $6,978+326.8% | $10,767+176.6% | $5,651+427.0% |