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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 | $77,875 | $115,810-32.8% | $101,271-23.1% | $158,966-51.0% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 12.49% | 56.15%-43.7pp | 46.48%-34.0pp | 302.95%-290.5pp |
| Employer contribution / active EE | $1,319 | $4,175-68.4% | $3,660-64.0% | $4,762-72.3% |
| Participant deferral / active EE | $3,888 | $4,958-21.6% | $4,371-11.0% | $5,983-35.0% |
| Admin fee / account holder | $6,227 | $7,248-14.1% | $5,948+4.7% | $11,250-44.6% |