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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 | $102,385-10.9% | $147,080-38.0% | $80,935+12.7% |
| Participation rate | 69.9% | 75.9%-6.0pp | 82.2%-12.3pp | 67.7%+2.2pp |
| Annual return | 13.90% | 135.09%-121.2pp | 420.17%-406.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $2,209 | $3,717-40.6% | $4,933-55.2% | $2,757-19.9% |
| Participant deferral / active EE | $5,800 | $6,651-12.8% | $8,066-28.1% | $4,299+34.9% |
| Admin fee / account holder | $4,507 | $7,951-43.3% | $12,989-65.3% | $6,924-34.9% |