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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 | $103,606 | $97,125+6.7% | $86,233+20.1% | $137,256-24.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 26.20% | 74.19%-48.0pp | 61.39%-35.2pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,667 | $2,841-41.3% | $2,504-33.4% | $4,156-59.9% |
| Participant deferral / active EE | $19,300 | $5,180+272.6% | $4,559+323.3% | $6,407+201.2% |
| Admin fee / account holder | $917 | $9,725-90.6% | $8,342-89.0% | $12,270-92.5% |