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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 | $71,536 | $97,751-26.8% | $103,447-30.8% | $145,877-51.0% |
| Participation rate | 58.3% | 81.1%-22.8pp | 80.5%-22.2pp | 80.3%-22.0pp |
| Annual return | 11.55% | 25.43%-13.9pp | 23.92%-12.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,788 | $4,684-40.5% | $4,678-40.4% | $4,663-40.2% |
| Participant deferral / active EE | $2,407 | $6,603-63.5% | $6,624-63.7% | $6,691-64.0% |
| Admin fee / account holder | $33,026 | $12,515+163.9% | $9,415+250.8% | $13,402+146.4% |