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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 | $107,186 | $102,429+4.6% | $147,096-27.1% | $80,925+32.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 21.73% | 135.02%-113.3pp | 419.75%-398.0pp | 35.65%-13.9pp |
| Employer contribution / active EE | $2,503 | $3,716-32.6% | $4,936-49.3% | $2,756-9.2% |
| Participant deferral / active EE | $6,446 | $6,649-3.0% | $8,071-20.1% | $4,299+50.0% |
| Admin fee / account holder | $8,283 | $7,957+4.1% | $13,005-36.3% | $6,940+19.3% |