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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 | $84,668 | $102,429-17.3% | $147,096-42.4% | $80,925+4.6% |
| Participation rate | 68.5% | 75.9%-7.4pp | 82.2%-13.7pp | 67.7%+0.8pp |
| Annual return | 16.63% | 135.02%-118.4pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $2,792 | $3,716-24.9% | $4,936-43.4% | $2,756+1.3% |
| Participant deferral / active EE | $5,162 | $6,649-22.4% | $8,071-36.0% | $4,299+20.1% |
| Admin fee / account holder | $5,289 | $7,957-33.5% | $13,005-59.3% | $6,940-23.8% |