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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 | $127,109 | $110,379+15.2% | $102,412+24.1% | $145,884-12.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 15.44% | 24.84%-9.4pp | 24.94%-9.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $11,519 | $4,216+173.2% | $3,870+197.7% | $4,662+147.1% |
| Participant deferral / active EE | $6,571 | $5,622+16.9% | $5,060+29.9% | $6,690-1.8% |
| Admin fee / account holder | $823 | $9,745-91.6% | $8,388-90.2% | $13,392-93.9% |