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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 | $82,689 | $78,690+5.1% | $161,489-48.8% | $87,485-5.5% |
| Participation rate | 61.8% | 67.5%-5.7pp | 78.7%-16.9pp | 68.9%-7.2pp |
| Annual return | 13.35% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.7pp |
| Employer contribution / active EE | $492 | $2,588-81.0% | $4,268-88.5% | $2,596-81.0% |
| Participant deferral / active EE | $5,125 | $3,311+54.8% | $5,630-9.0% | $4,274+19.9% |
| Admin fee / account holder | $12,851 | $6,724+91.1% | $16,006-19.7% | $7,775+65.3% |