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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 | $94,950 | $82,028+15.8% | $123,105-22.9% | $59,633+59.2% |
| Participation rate | 65.8% | 83.2%-17.4pp | 86.8%-21.0pp | 68.7%-2.9pp |
| Annual return | 30.16% | 5.12%+25.0pp | 13.22%+16.9pp | 2041.45%-2011.3pp |
| Employer contribution / active EE | $2,529 | $3,297-23.3% | $5,151-50.9% | $2,203+14.8% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,767 | $5,879-35.9% | $9,014-58.2% | $4,297-12.3% |