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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 | $80,942 | $76,368+6.0% | $67,681+19.6% | $154,746-47.7% |
| Participation rate | 47.6% | 79.0%-31.3pp | 73.7%-26.1pp | 80.7%-33.1pp |
| Annual return | 15.92% | 1066.77%-1050.9pp | 590.58%-574.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $968 | $3,151-69.3% | $2,678-63.8% | $4,379-77.9% |
| Participant deferral / active EE | $4,065 | $4,824-15.7% | $3,976+2.2% | $6,730-39.6% |
| Admin fee / account holder | $2,337 | $8,559-72.7% | $6,100-61.7% | $14,365-83.7% |