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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 | $80,674+11.7% | $119,126-24.3% | $64,340+40.1% |
| Participation rate | 44.7% | 55.2%-10.6pp | 75.8%-31.1pp | 55.2%-10.6pp |
| Annual return | 11.93% | 26.86%-14.9pp | 282.11%-270.2pp | 24.14%-12.2pp |
| Employer contribution / active EE | $1,659 | $2,564-35.3% | $4,034-58.9% | $1,862-10.9% |
| Participant deferral / active EE | $3,240 | $3,053+6.1% | $5,318-39.1% | $2,980+8.7% |
| Admin fee / account holder | $5,974 | $4,559+31.0% | $10,693-44.1% | $3,703+61.3% |