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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 | $90,042 | $95,917-6.1% | $79,583+13.1% | $134,545-33.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | 7.46% | -2.70%+10.2pp | 0.16%+7.3pp | 418.37%-410.9pp |
| Employer contribution / active EE | $2,275 | $3,129-27.3% | $2,414-5.7% | $4,742-52.0% |
| Participant deferral / active EE | $5,813 | $4,694+23.8% | $3,986+45.8% | $6,401-9.2% |
| Admin fee / account holder | $1,275 | $9,132-86.0% | $6,835-81.4% | $11,431-88.9% |