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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 | $100,679 | $106,267-5.3% | $96,520+4.3% | $139,456-27.8% |
| Participation rate | 55.0% | 77.8%-22.8pp | 74.3%-19.3pp | 80.3%-25.3pp |
| Annual return | 15.07% | 38.45%-23.4pp | 35.72%-20.7pp | 373.45%-358.4pp |
| Employer contribution / active EE | $1,393 | $4,105-66.1% | $3,739-62.7% | $4,753-70.7% |
| Participant deferral / active EE | $6,459 | $5,454+18.4% | $4,879+32.4% | $6,711-3.8% |
| Admin fee / account holder | $9,445 | $7,882+19.8% | $6,733+40.3% | $11,407-17.2% |