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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 | $102,429-8.7% | $147,096-36.5% | $80,925+15.5% |
| Participation rate | 68.3% | 75.9%-7.6pp | 82.2%-13.9pp | 67.7%+0.6pp |
| Annual return | 11.95% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,451 | $3,716-61.0% | $4,936-70.6% | $2,756-47.4% |
| Participant deferral / active EE | $2,827 | $6,649-57.5% | $8,071-65.0% | $4,299-34.2% |
| Admin fee / account holder | $27,032 | $7,957+239.7% | $13,005+107.9% | $6,940+289.5% |