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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 | $79,887 | $98,760-19.1% | $149,715-46.6% | $79,8580% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.5%-21.5pp | 69.6%-8.7pp |
| Annual return | 13.96% | 27.43%-13.5pp | 276.66%-262.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,866 | $3,217-42.0% | $4,645-59.8% | $2,471-24.5% |
| Participant deferral / active EE | $5,484 | $5,681-3.5% | $6,842-19.8% | $3,740+46.6% |
| Admin fee / account holder | $7,589 | $6,053+25.4% | $9,310-18.5% | $5,306+43.0% |