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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 | $100,122 | $102,638-2.5% | $81,991+22.1% | $158,966-37.0% |
| Participation rate | 44.4% | 75.5%-31.1pp | 69.3%-24.8pp | 82.0%-37.5pp |
| Annual return | 19.35% | 61.05%-41.7pp | 41.31%-22.0pp | 302.95%-283.6pp |
| Employer contribution / active EE | $912 | $3,241-71.9% | $2,498-63.5% | $4,762-80.8% |
| Participant deferral / active EE | $6,552 | $4,649+40.9% | $3,722+76.0% | $5,983+9.5% |
| Admin fee / account holder | $403 | $8,237-95.1% | $5,665-92.9% | $11,250-96.4% |