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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 | $97,722 | $122,131-20.0% | $444,982-78.0% | $122,131-20.0% |
| Participation rate | 65.6% | 75.1%-9.4pp | 86.2%-20.6pp | 75.1%-9.4pp |
| Annual return | 25.43% | 16.17%+9.3pp | 450.47%-425.0pp | 16.17%+9.3pp |
| Employer contribution / active EE | $1,924 | $3,608-46.7% | $9,202-79.1% | $3,608-46.7% |
| Participant deferral / active EE | $4,484 | $3,892+15.2% | $7,712-41.9% | $3,892+15.2% |
| Admin fee / account holder | $1,660 | $11,586-85.7% | $17,686-90.6% | $11,586-85.7% |