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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 | $109,740 | $107,733+1.9% | $92,985+18.0% | $154,746-29.1% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 50.28% | 30.39%+19.9pp | 27.99%+22.3pp | 172.34%-122.1pp |
| Employer contribution / active EE | $1,544 | $3,126-50.6% | $2,662-42.0% | $4,379-64.7% |
| Participant deferral / active EE | $8,985 | $5,053+77.8% | $4,377+105.3% | $6,730+33.5% |
| Admin fee / account holder | $613 | $11,369-94.6% | $9,463-93.5% | $14,365-95.7% |