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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 | $95,272 | $98,766-3.5% | $149,730-36.4% | $79,852+19.3% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.5%-13.3pp | 69.6%-0.4pp |
| Annual return | 17.87% | 27.43%-9.6pp | 276.70%-258.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $6,497 | $3,217+102.0% | $4,645+39.9% | $2,471+162.9% |
| Participant deferral / active EE | $9,161 | $5,681+61.3% | $6,843+33.9% | $3,740+144.9% |
| Admin fee / account holder | $5,000 | $6,052-17.4% | $9,310-46.3% | $5,306-5.8% |