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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 | $72,400 | $152,460-52.5% | $118,746-39.0% | $147,586-50.9% |
| Participation rate | 47.4% | 82.3%-34.9pp | 78.3%-30.9pp | 82.8%-35.5pp |
| Annual return | 11.13% | 17.41%-6.3pp | 24.54%-13.4pp | 578.59%-567.5pp |
| Employer contribution / active EE | $2,021 | $5,046-59.9% | $4,193-51.8% | $4,876-58.6% |
| Participant deferral / active EE | $3,723 | $6,212-40.1% | $5,332-30.2% | $5,439-31.5% |
| Admin fee / account holder | $13,689 | $16,953-19.3% | $10,720+27.7% | $10,886+25.8% |