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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 | $96,983 | $106,905-9.3% | $84,020+15.4% | $152,885-36.6% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.5%-20.9pp |
| Annual return | 19.47% | 105.00%-85.5pp | 71.31%-51.8pp | 345.39%-325.9pp |
| Employer contribution / active EE | $1,691 | $2,735-38.2% | $1,984-14.7% | $4,763-64.5% |
| Participant deferral / active EE | $7,509 | $4,012+87.2% | $3,239+131.8% | $5,851+28.3% |
| Admin fee / account holder | $2,451 | $8,287-70.4% | $6,101-59.8% | $11,598-78.9% |