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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 | $103,620 | $100,262+3.3% | $81,370+27.3% | $145,897-29.0% |
| Participation rate | 45.5% | 74.3%-28.8pp | 69.5%-24.1pp | 80.3%-34.9pp |
| Annual return | 10.78% | 34.52%-23.7pp | 24.85%-14.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $731 | $2,979-75.5% | $2,464-70.3% | $4,663-84.3% |
| Participant deferral / active EE | $4,551 | $4,612-1.3% | $3,885+17.1% | $6,689-32.0% |
| Admin fee / account holder | $926 | $8,163-88.7% | $5,749-83.9% | $13,390-93.1% |