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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 | $76,000 | $91,559-17.0% | $133,971-43.3% | $79,852-4.8% |
| Participation rate | 56.5% | 73.3%-16.9pp | 79.8%-23.4pp | 69.6%-13.2pp |
| Annual return | 14.31% | 61.85%-47.5pp | 45.09%-30.8pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,583 | $2,384-33.6% | $3,919-59.6% | $2,471-35.9% |
| Participant deferral / active EE | $2,625 | $3,734-29.7% | $5,047-48.0% | $3,740-29.8% |
| Admin fee / account holder | $16,548 | $6,321+161.8% | $8,929+85.3% | $5,306+211.8% |