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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 | $92,113 | $201,372-54.3% | $184,260-50.0% | $145,884-36.9% |
| Participation rate | 60.9% | 87.5%-26.6pp | 86.8%-26.0pp | 80.3%-19.4pp |
| Annual return | 18.91% | 29.04%-10.1pp | 28.84%-9.9pp | 551.85%-532.9pp |
| Employer contribution / active EE | $4,055 | $7,024-42.3% | $6,427-36.9% | $4,662-13.0% |
| Participant deferral / active EE | $11,493 | $9,808+17.2% | $9,133+25.8% | $6,690+71.8% |
| Admin fee / account holder | $554 | $16,362-96.6% | $13,898-96.0% | $13,392-95.9% |