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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 | $87,127 | $102,382-14.9% | $147,005-40.7% | $80,874+7.7% |
| Participation rate | 54.3% | 75.8%-21.5pp | 82.2%-27.8pp | 67.6%-13.3pp |
| Annual return | 32.58% | 134.89%-102.3pp | 418.76%-386.2pp | 35.62%-3.0pp |
| Employer contribution / active EE | $3,864 | $3,715+4.0% | $4,934-21.7% | $2,756+40.2% |
| Participant deferral / active EE | $6,958 | $6,646+4.7% | $8,070-13.8% | $4,297+61.9% |
| Admin fee / account holder | $8,514 | $7,942+7.2% | $13,006-34.5% | $6,935+22.8% |