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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 | $97,681 | $106,923-8.6% | $84,023+16.3% | $152,909-36.1% |
| Participation rate | 45.5% | 75.3%-29.8pp | 69.0%-23.6pp | 82.5%-37.0pp |
| Annual return | 24.74% | 105.02%-80.3pp | 71.32%-46.6pp | 345.46%-320.7pp |
| Employer contribution / active EE | $1,123 | $2,735-59.0% | $1,984-43.4% | $4,764-76.4% |
| Participant deferral / active EE | $4,956 | $4,013+23.5% | $3,239+53.0% | $5,851-15.3% |
| Admin fee / account holder | $674 | $8,289-91.9% | $6,102-89.0% | $11,601-94.2% |