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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 | $93,677 | $102,422-8.5% | $147,117-36.3% | $80,959+15.7% |
| Participation rate | 69.9% | 75.9%-6.0pp | 82.2%-12.3pp | 67.7%+2.2pp |
| Annual return | 15.06% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,185 | $3,717-41.2% | $4,932-55.7% | $2,757-20.8% |
| Participant deferral / active EE | $9,152 | $6,652+37.6% | $8,065+13.5% | $4,300+112.8% |
| Admin fee / account holder | $5,657 | $7,953-28.9% | $12,993-56.5% | $6,925-18.3% |