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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 | $85,432 | $97,078-12.0% | $103,065-17.1% | $145,897-41.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.6%-30.6pp | 80.3%-30.3pp |
| Annual return | 12.59% | 25.49%-12.9pp | 23.95%-11.4pp | 552.29%-539.7pp |
| Employer contribution / active EE | $8,694 | $4,680+85.8% | $4,675+86.0% | $4,663+86.5% |
| Participant deferral / active EE | $5,091 | $6,601-22.9% | $6,625-23.2% | $6,689-23.9% |
| Admin fee / account holder | $38,221 | $12,505+205.7% | $9,349+308.8% | $13,390+185.4% |