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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 | $89,056 | $70,684+26.0% | $169,397-47.4% | $75,177+18.5% |
| Participation rate | 47.7% | 64.8%-17.1pp | 77.2%-29.5pp | 67.2%-19.5pp |
| Annual return | 21.02% | 36.38%-15.4pp | 406.23%-385.2pp | 160.75%-139.7pp |
| Employer contribution / active EE | $1,916 | $2,211-13.4% | $4,013-52.3% | $2,671-28.3% |
| Participant deferral / active EE | $4,489 | $4,310+4.2% | $6,223-27.9% | $4,126+8.8% |
| Admin fee / account holder | $1,328 | $5,404-75.4% | $9,017-85.3% | $5,651-76.5% |