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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 | $102,815 | $98,240+4.7% | $82,312+24.9% | $147,586-30.3% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 16.13% | 30.85%-14.7pp | 25.88%-9.7pp | 578.59%-562.5pp |
| Employer contribution / active EE | $955 | $3,192-70.1% | $2,428-60.7% | $4,876-80.4% |
| Participant deferral / active EE | $3,241 | $4,383-26.1% | $3,706-12.5% | $5,439-40.4% |
| Admin fee / account holder | $1,681 | $8,563-80.4% | $5,608-70.0% | $10,886-84.6% |