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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 | $95,436 | $45,900+107.9% | $94,057+1.5% | $64,340+48.3% |
| Participation rate | 45.4% | 50.6%-5.2pp | 73.3%-27.9pp | 55.2%-9.9pp |
| Annual return | 12.35% | 50.47%-38.1pp | 480.62%-468.3pp | 24.14%-11.8pp |
| Employer contribution / active EE | $1,580 | $1,612-2.0% | $2,933-46.1% | $1,862-15.1% |
| Participant deferral / active EE | $1,900 | $2,102-9.6% | $4,709-59.7% | $2,980-36.3% |
| Admin fee / account holder | $12,602 | $3,143+300.9% | $7,244+74.0% | $3,703+240.4% |