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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 | $90,148 | $90,1700% | $150,734-40.2% | $69,733+29.3% |
| Participation rate | 44.7% | 60.2%-15.6pp | 78.4%-33.8pp | 62.5%-17.8pp |
| Annual return | 11.93% | 16.56%-4.6pp | 600.81%-588.9pp | 15.22%-3.3pp |
| Employer contribution / active EE | $1,659 | $3,428-51.6% | $4,918-66.3% | $2,250-26.3% |
| Participant deferral / active EE | $3,240 | $3,086+5.0% | $5,610-42.3% | $3,054+6.1% |
| Admin fee / account holder | $5,974 | $4,600+29.9% | $14,905-59.9% | $3,102+92.6% |