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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 | $80,348 | $77,920+3.1% | $149,723-46.3% | $75,177+6.9% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 16.60% | 31.72%-15.1pp | 134.50%-117.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $2,307 | $3,138-26.5% | $4,821-52.1% | $2,671-13.6% |
| Participant deferral / active EE | $5,084 | $3,411+49.0% | $5,682-10.5% | $4,126+23.2% |
| Admin fee / account holder | $22,513 | $5,951+278.3% | $13,215+70.4% | $5,651+298.4% |