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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 | $82,629 | $93,589-11.7% | $135,942-39.2% | $75,181+9.9% |
| Participation rate | 48.0% | 75.2%-27.2pp | 81.9%-33.9pp | 67.2%-19.2pp |
| Annual return | 16.39% | 30.90%-14.5pp | 68.28%-51.9pp | 160.69%-144.3pp |
| Employer contribution / active EE | $1,568 | $3,537-55.7% | $4,858-67.7% | $2,671-41.3% |
| Participant deferral / active EE | $3,809 | $6,405-40.5% | $7,759-50.9% | $4,126-7.7% |
| Admin fee / account holder | $24,711 | $6,977+254.2% | $10,764+129.6% | $5,650+337.4% |