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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 | $91,698 | $126,661-27.6% | $113,397-19.1% | $138,895-34.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 14.59% | 25.05%-10.5pp | 23.20%-8.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,693 | $3,456-51.0% | $2,977-43.1% | $4,194-59.6% |
| Participant deferral / active EE | $3,392 | $5,693-40.4% | $5,076-33.2% | $6,396-47.0% |
| Admin fee / account holder | $17,551 | $14,549+20.6% | $11,957+46.8% | $12,562+39.7% |