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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 | $75,332 | $125,190-39.8% | $105,624-28.7% | $145,897-48.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.69% | 225.22%-213.5pp | 116.20%-104.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,194 | $3,720-41.0% | $3,168-30.8% | $4,663-53.0% |
| Participant deferral / active EE | $3,914 | $5,716-31.5% | $5,013-21.9% | $6,689-41.5% |
| Admin fee / account holder | $5,720 | $17,138-66.6% | $10,961-47.8% | $13,390-57.3% |