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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 | $100,718 | $106,247-5.2% | $96,515+4.4% | $139,466-27.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 18.22% | 38.47%-20.3pp | 35.73%-17.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,625 | $4,106-36.1% | $3,740-29.8% | $4,754-44.8% |
| Participant deferral / active EE | $6,192 | $5,456+13.5% | $4,880+26.9% | $6,712-7.7% |
| Admin fee / account holder | $1,006 | $7,885-87.2% | $6,735-85.1% | $11,409-91.2% |