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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 | $93,471 | $102,422-8.7% | $147,117-36.5% | $80,959+15.5% |
| Participation rate | 68.3% | 75.9%-7.6pp | 82.2%-13.9pp | 67.7%+0.6pp |
| Annual return | 11.95% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,451 | $3,717-61.0% | $4,932-70.6% | $2,757-47.4% |
| Participant deferral / active EE | $2,827 | $6,652-57.5% | $8,065-64.9% | $4,300-34.3% |
| Admin fee / account holder | $27,032 | $7,953+239.9% | $12,993+108.1% | $6,925+290.3% |