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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 | $81,716 | $106,247-23.1% | $96,515-15.3% | $139,466-41.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 12.65% | 38.47%-25.8pp | 35.73%-23.1pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,905 | $4,106-53.6% | $3,740-49.1% | $4,754-59.9% |
| Participant deferral / active EE | $9,100 | $5,456+66.8% | $4,880+86.5% | $6,712+35.6% |
| Admin fee / account holder | $21,913 | $7,885+177.9% | $6,735+225.3% | $11,409+92.1% |