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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 | $98,521 | $112,729-12.6% | $98,716-0.2% | $137,256-28.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 11.03% | 38.48%-27.5pp | 31.81%-20.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,129 | $2,725-58.6% | $2,279-50.5% | $4,156-72.8% |
| Participant deferral / active EE | $2,206 | $4,640-52.5% | $4,048-45.5% | $6,407-65.6% |
| Admin fee / account holder | $20,575 | $10,129+103.1% | $8,703+136.4% | $12,270+67.7% |