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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 | $89,279 | $99,053-9.9% | $88,179+1.2% | $138,895-35.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 13.35% | 78.17%-64.8pp | 64.97%-51.6pp | 145.39%-132.0pp |
| Employer contribution / active EE | $764 | $2,882-73.5% | $2,549-70.0% | $4,194-81.8% |
| Participant deferral / active EE | $5,727 | $5,225+9.6% | $4,614+24.1% | $6,396-10.5% |
| Admin fee / account holder | $1,941 | $8,748-77.8% | $7,673-74.7% | $12,562-84.5% |