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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 | $91,104 | $110,337-17.4% | $102,383-11.0% | $145,877-37.5% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 11.05% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,003 | $4,216-52.5% | $3,870-48.2% | $4,663-57.0% |
| Participant deferral / active EE | $5,665 | $5,621+0.8% | $5,060+12.0% | $6,691-15.3% |
| Admin fee / account holder | $929 | $9,750-90.5% | $8,391-88.9% | $13,402-93.1% |