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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 | $103,385 | $103,038+0.3% | $90,324+14.5% | $152,909-32.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 25.28% | 95.25%-70.0pp | 78.15%-52.9pp | 345.46%-320.2pp |
| Employer contribution / active EE | $2,272 | $3,141-27.7% | $2,856-20.5% | $4,764-52.3% |
| Participant deferral / active EE | $2,272 | $4,282-46.9% | $3,885-41.5% | $5,851-61.2% |
| Admin fee / account holder | $2,319 | $6,177-62.5% | $5,356-56.7% | $11,601-80.0% |