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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 | $90,750 | $93,345-2.8% | $119,126-23.8% | $87,485+3.7% |
| Participation rate | 42.9% | 68.7%-25.9pp | 75.8%-32.9pp | 68.9%-26.1pp |
| Annual return | 18.23% | 19.08%-0.8pp | 282.11%-263.9pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,520 | $3,172-52.1% | $4,034-62.3% | $2,596-41.5% |
| Participant deferral / active EE | $3,285 | $4,099-19.8% | $5,318-38.2% | $4,274-23.1% |
| Admin fee / account holder | $6,082 | $8,039-24.3% | $10,693-43.1% | $7,775-21.8% |