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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 | $97,600 | $95,383+2.3% | $185,837-47.5% | $85,856+13.7% |
| Participation rate | 57.1% | 68.8%-11.6pp | 81.7%-24.6pp | 69.3%-12.2pp |
| Annual return | 18.26% | 23.59%-5.3pp | 122.08%-103.8pp | 318.58%-300.3pp |
| Employer contribution / active EE | $383 | $3,313-88.5% | $5,168-92.6% | $2,565-85.1% |
| Participant deferral / active EE | $7,651 | $3,423+123.5% | $5,568+37.4% | $3,952+93.6% |
| Admin fee / account holder | $2,636 | $7,213-63.5% | $16,241-83.8% | $6,261-57.9% |