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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 | $97,078-26.3% | $103,065-30.6% | $145,897-51.0% |
| Participation rate | 58.3% | 81.1%-22.8pp | 80.6%-22.2pp | 80.3%-22.0pp |
| Annual return | 11.55% | 25.49%-13.9pp | 23.95%-12.4pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,788 | $4,680-40.4% | $4,675-40.4% | $4,663-40.2% |
| Participant deferral / active EE | $2,407 | $6,601-63.5% | $6,625-63.7% | $6,689-64.0% |
| Admin fee / account holder | $33,026 | $12,505+164.1% | $9,349+253.3% | $13,390+146.6% |