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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 | $100,288 | $147,556-32.0% | $129,031-22.3% | $198,609-49.5% |
| Participation rate | 57.1% | 77.2%-20.1pp | 73.4%-16.2pp | 82.4%-25.2pp |
| Annual return | 5.51% | 37.41%-31.9pp | 34.67%-29.2pp | 202.70%-197.2pp |
| Employer contribution / active EE | $852 | $3,645-76.6% | $3,226-73.6% | $5,055-83.2% |
| Participant deferral / active EE | $2,657 | $5,760-53.9% | $5,217-49.1% | $6,977-61.9% |
| Admin fee / account holder | $60,365 | $15,467+290.3% | $13,208+357.0% | $19,030+217.2% |