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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 | $87,658 | $85,171+2.9% | $172,752-49.3% | $72,975+20.1% |
| Participation rate | 66.1% | 70.1%-4.0pp | 82.6%-16.5pp | 69.5%-3.4pp |
| Annual return | 18.03% | 27.32%-9.3pp | 802.97%-784.9pp | 81.01%-63.0pp |
| Employer contribution / active EE | $1,284 | $3,324-61.4% | $5,144-75.0% | $2,440-47.4% |
| Participant deferral / active EE | $3,458 | $3,260+6.1% | $5,198-33.5% | $3,608-4.2% |
| Admin fee / account holder | $13,289 | $5,880+126.0% | $13,955-4.8% | $5,124+159.3% |