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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 | $82,302 | $77,416+6.3% | $69,464+18.5% | $152,897-46.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 8.52% | 39.08%-30.6pp | 28.98%-20.5pp | 345.43%-336.9pp |
| Employer contribution / active EE | $919 | $3,315-72.3% | $2,779-67.0% | $4,764-80.7% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,601 | $6,208-25.9% | $3,840+19.8% | $11,599-60.3% |