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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 | $97,703 | $89,367+9.3% | $141,191-30.8% | $72,975+33.9% |
| Participation rate | 67.3% | 75.1%-7.8pp | 82.5%-15.1pp | 69.5%-2.1pp |
| Annual return | 35.28% | 111.87%-76.6pp | 71.41%-36.1pp | 81.01%-45.7pp |
| Employer contribution / active EE | $2,243 | $3,115-28.0% | $4,736-52.6% | $2,440-8.1% |
| Participant deferral / active EE | $6,543 | $5,419+20.7% | $6,710-2.5% | $3,608+81.4% |
| Admin fee / account holder | $6,830 | $5,957+14.7% | $10,264-33.5% | $5,124+33.3% |