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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 | $112,597 | $115,814-2.8% | $101,275+11.2% | $158,982-29.2% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | 12.77% | 56.16%-43.4pp | 46.48%-33.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $963 | $4,176-76.9% | $3,660-73.7% | $4,763-79.8% |
| Participant deferral / active EE | $2,251 | $4,958-54.6% | $4,371-48.5% | $5,983-62.4% |
| Admin fee / account holder | $6,524 | $7,249-10.0% | $5,948+9.7% | $11,252-42.0% |