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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 | $89,202 | $77,449+15.2% | $69,483+28.4% | $152,909-41.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 22.45% | 39.09%-16.6pp | 28.99%-6.5pp | 345.46%-323.0pp |
| Employer contribution / active EE | $5,736 | $3,316+73.0% | $2,780+106.3% | $4,764+20.4% |
| Participant deferral / active EE | $6,644 | $4,415+50.5% | $3,537+87.9% | $5,851+13.5% |
| Admin fee / account holder | $917 | $6,210-85.2% | $3,841-76.1% | $11,601-92.1% |