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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 | $87,329 | $102,616-14.9% | $81,981+6.5% | $158,931-45.1% |
| Participation rate | 8.3% | 75.5%-67.2pp | 69.3%-60.9pp | 82.0%-73.6pp |
| Annual return | 18.81% | 61.05%-42.2pp | 41.31%-22.5pp | 302.86%-284.0pp |
| Employer contribution / active EE | $3,120 | $3,240-3.7% | $2,498+24.9% | $4,761-34.5% |
| Participant deferral / active EE | $1,625 | $4,648-65.0% | $3,722-56.3% | $5,982-72.8% |
| Admin fee / account holder | $4,053 | $8,236-50.8% | $5,664-28.4% | $11,247-64.0% |