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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 | $88,655 | $85,060+4.2% | $70,548+25.7% | $139,456-36.4% |
| Participation rate | 45.5% | 73.9%-28.4pp | 68.3%-22.9pp | 80.3%-34.9pp |
| Annual return | 19.32% | 30.38%-11.1pp | 32.78%-13.5pp | 373.45%-354.1pp |
| Employer contribution / active EE | $2,192 | $3,911-43.9% | $2,975-26.3% | $4,753-53.9% |
| Participant deferral / active EE | $6,343 | $5,890+7.7% | $4,567+38.9% | $6,711-5.5% |
| Admin fee / account holder | $2,609 | $8,925-70.8% | $6,424-59.4% | $11,407-77.1% |