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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 | $81,465 | $78,690+3.5% | $161,489-49.6% | $87,485-6.9% |
| Participation rate | 31.0% | 67.5%-36.4pp | 78.7%-47.7pp | 68.9%-37.9pp |
| Annual return | 16.39% | 32.74%-16.3pp | 89.72%-73.3pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,369 | $2,588-8.5% | $4,268-44.5% | $2,596-8.8% |
| Participant deferral / active EE | $3,472 | $3,311+4.9% | $5,630-38.3% | $4,274-18.7% |
| Admin fee / account holder | $1,056 | $6,724-84.3% | $16,006-93.4% | $7,775-86.4% |