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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 | $91,252 | $102,422-10.9% | $147,117-38.0% | $80,959+12.7% |
| Participation rate | 69.9% | 75.9%-6.0pp | 82.2%-12.3pp | 67.7%+2.2pp |
| Annual return | 13.90% | 135.16%-121.3pp | 420.54%-406.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,209 | $3,717-40.6% | $4,932-55.2% | $2,757-19.9% |
| Participant deferral / active EE | $5,800 | $6,652-12.8% | $8,065-28.1% | $4,300+34.9% |
| Admin fee / account holder | $4,507 | $7,953-43.3% | $12,993-65.3% | $6,925-34.9% |