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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 | $79,111 | $102,393-22.7% | $147,041-46.2% | $80,911-2.2% |
| Participation rate | 62.3% | 75.9%-13.6pp | 82.2%-19.9pp | 67.6%-5.4pp |
| Annual return | 24.45% | 134.95%-110.5pp | 419.21%-394.8pp | 35.63%-11.2pp |
| Employer contribution / active EE | $2,617 | $3,715-29.6% | $4,935-47.0% | $2,756-5.0% |
| Participant deferral / active EE | $6,330 | $6,647-4.8% | $8,071-21.6% | $4,297+47.3% |
| Admin fee / account holder | $3,947 | $7,943-50.3% | $13,006-69.7% | $6,935-43.1% |