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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 | $65,320 | $102,429-36.2% | $147,096-55.6% | $80,925-19.3% |
| Participation rate | 55.1% | 75.9%-20.7pp | 82.2%-27.1pp | 67.7%-12.5pp |
| Annual return | 15.88% | 135.02%-119.1pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $4,305 | $3,716+15.9% | $4,936-12.8% | $2,756+56.2% |
| Participant deferral / active EE | $7,134 | $6,649+7.3% | $8,071-11.6% | $4,299+66.0% |
| Admin fee / account holder | $10,885 | $7,957+36.8% | $13,005-16.3% | $6,940+56.8% |