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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 | $92,558 | $102,422-9.6% | $147,117-37.1% | $80,959+14.3% |
| Participation rate | 63.4% | 75.9%-12.4pp | 82.2%-18.7pp | 67.7%-4.2pp |
| Annual return | 13.85% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,772 | $3,717-25.4% | $4,932-43.8% | $2,757+0.5% |
| Participant deferral / active EE | $4,747 | $6,652-28.6% | $8,065-41.1% | $4,300+10.4% |
| Admin fee / account holder | $3,813 | $7,953-52.1% | $12,993-70.7% | $6,925-44.9% |