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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 | $86,847 | $117,829-26.3% | $102,423-15.2% | $145,877-40.5% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 11.07% | 31.83%-20.8pp | 29.42%-18.4pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,495 | $3,615-31.0% | $3,023-17.5% | $4,663-46.5% |
| Participant deferral / active EE | $5,179 | $5,732-9.7% | $5,054+2.5% | $6,691-22.6% |
| Admin fee / account holder | $35,275 | $13,335+164.5% | $9,455+273.1% | $13,402+163.2% |