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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 | $101,941 | $117,895-13.5% | $102,460-0.5% | $145,897-30.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.13% | 31.92%-17.8pp | 29.47%-15.3pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,360 | $3,619-7.1% | $3,025+11.1% | $4,663-27.9% |
| Participant deferral / active EE | $5,609 | $5,736-2.2% | $5,056+10.9% | $6,689-16.2% |
| Admin fee / account holder | $6,427 | $13,353-51.9% | $9,460-32.1% | $13,390-52.0% |