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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 | $96,070 | $81,643+17.7% | $70,462+36.3% | $158,950-39.6% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 8.02% | 208.51%-200.5pp | 109.08%-101.1pp | 302.91%-294.9pp |
| Employer contribution / active EE | $1,346 | $3,218-58.2% | $2,737-50.8% | $4,762-71.7% |
| Participant deferral / active EE | $1,454 | $4,555-68.1% | $3,710-60.8% | $5,983-75.7% |
| Admin fee / account holder | $18,684 | $6,194+201.7% | $3,845+385.9% | $11,248+66.1% |