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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 | $81,520 | $69,248+17.7% | $64,101+27.2% | $139,466-41.5% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 12.74% | 45.95%-33.2pp | 33.72%-21.0pp | 373.66%-360.9pp |
| Employer contribution / active EE | $1,531 | $3,185-51.9% | $2,749-44.3% | $4,754-67.8% |
| Participant deferral / active EE | $3,062 | $4,682-34.6% | $3,881-21.1% | $6,712-54.4% |
| Admin fee / account holder | $4,752 | $4,247+11.9% | $3,070+54.8% | $11,409-58.4% |