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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 | $86,916 | $105,284-17.4% | $150,734-42.3% | $94,015-7.6% |
| Participation rate | 49.2% | 71.7%-22.6pp | 78.4%-29.3pp | 70.8%-21.7pp |
| Annual return | 11.41% | 15.67%-4.3pp | 600.81%-589.4pp | 17.84%-6.4pp |
| Employer contribution / active EE | $2,440 | $3,599-32.2% | $4,918-50.4% | $2,790-12.6% |
| Participant deferral / active EE | $4,159 | $4,274-2.7% | $5,610-25.9% | $4,249-2.1% |
| Admin fee / account holder | $6,188 | $9,839-37.1% | $14,905-58.5% | $8,951-30.9% |