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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 | $85,089 | $63,346+34.3% | $92,240-7.8% | $70,126+21.3% |
| Participation rate | 62.5% | 68.7%-6.2pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 17.62% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,414 | $2,471-42.8% | $3,680-61.6% | $2,343-39.6% |
| Participant deferral / active EE | $2,188 | $2,854-23.3% | $3,897-43.9% | $3,332-34.3% |
| Admin fee / account holder | $3,822 | $3,841-0.5% | $5,194-26.4% | $4,645-17.7% |