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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 | $83,712 | $96,508-13.3% | $75,901+10.3% | $152,897-45.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 22.31% | 33.99%-11.7pp | 30.76%-8.4pp | 345.43%-323.1pp |
| Employer contribution / active EE | $11,466 | $3,310+246.4% | $2,501+358.5% | $4,764+140.7% |
| Participant deferral / active EE | $11,055 | $4,554+142.8% | $3,603+206.8% | $5,851+88.9% |
| Admin fee / account holder | $554 | $8,081-93.1% | $5,420-89.8% | $11,599-95.2% |