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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 | $109,882 | $100,901+8.9% | $75,670+45.2% | $147,585-25.5% |
| Participation rate | 60.0% | 77.1%-17.1pp | 72.3%-12.3pp | 82.8%-22.8pp |
| Annual return | 14.62% | 35.78%-21.2pp | 27.34%-12.7pp | 578.56%-563.9pp |
| Employer contribution / active EE | $2,591 | $3,253-20.4% | $2,352+10.2% | $4,876-46.9% |
| Participant deferral / active EE | $1,239 | $4,027-69.2% | $3,142-60.6% | $5,439-77.2% |
| Admin fee / account holder | $8,566 | $11,285-24.1% | $5,800+47.7% | $10,885-21.3% |