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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 | $106,666 | $99,652+7.0% | $78,778+35.4% | $147,586-27.7% |
| Participation rate | 68.8% | 76.2%-7.5pp | 69.2%-0.4pp | 82.8%-14.1pp |
| Annual return | 7.55% | 47.28%-39.7pp | 35.62%-28.1pp | 578.59%-571.0pp |
| Employer contribution / active EE | $1,130 | $2,796-59.6% | $1,986-43.1% | $4,876-76.8% |
| Participant deferral / active EE | $3,982 | $3,664+8.7% | $2,958+34.6% | $5,439-26.8% |
| Admin fee / account holder | $7,736 | $7,155+8.1% | $5,134+50.7% | $10,886-28.9% |