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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 | $84,749 | $53,841+57.4% | $75,731+11.9% | $85,851-1.3% |
| Participation rate | 61.5% | 69.0%-7.6pp | 74.8%-13.4pp | 69.3%-7.9pp |
| Annual return | 16.03% | 24.54%-8.5pp | 104.65%-88.6pp | 318.63%-302.6pp |
| Employer contribution / active EE | $1,544 | $2,017-23.4% | $2,743-43.7% | $2,565-39.8% |
| Participant deferral / active EE | $3,670 | $2,895+26.8% | $3,820-3.9% | $3,952-7.1% |
| Admin fee / account holder | $10,633 | $3,340+218.3% | $3,620+193.7% | $6,261+69.8% |