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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 | $83,579 | $201,372-58.5% | $184,260-54.6% | $145,884-42.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 17.79% | 29.04%-11.3pp | 28.84%-11.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,890 | $7,024-73.1% | $6,427-70.6% | $4,662-59.5% |
| Participant deferral / active EE | $8,228 | $9,808-16.1% | $9,133-9.9% | $6,690+23.0% |
| Admin fee / account holder | $6,013 | $16,362-63.3% | $13,898-56.7% | $13,392-55.1% |