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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 | $84,745 | $85,171-0.5% | $172,753-50.9% | $72,976+16.1% |
| Participation rate | 67.6% | 70.1%-2.5pp | 82.6%-15.1pp | 69.5%-1.9pp |
| Annual return | 23.19% | 27.32%-4.1pp | 803.00%-779.8pp | 81.02%-57.8pp |
| Employer contribution / active EE | $3,503 | $3,324+5.4% | $5,144-31.9% | $2,440+43.6% |
| Participant deferral / active EE | $6,333 | $3,260+94.3% | $5,198+21.8% | $3,608+75.5% |
| Admin fee / account holder | $1,478 | $5,880-74.9% | $13,956-89.4% | $5,124-71.1% |