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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 | $78,642 | $102,429-23.2% | $147,096-46.5% | $80,925-2.8% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 17.22% | 135.02%-117.8pp | 419.75%-402.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $4,345 | $3,716+16.9% | $4,936-12.0% | $2,756+57.6% |
| Participant deferral / active EE | $9,252 | $6,649+39.2% | $8,071+14.6% | $4,299+115.2% |
| Admin fee / account holder | $17,070 | $7,957+114.5% | $13,005+31.3% | $6,940+146.0% |