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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 | $101,613 | $93,346+8.9% | $71,796+41.5% | $273,972-62.9% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 6.05% | 130.39%-124.3pp | 78.04%-72.0pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,355 | $2,733-50.4% | $1,924-29.6% | $4,869-72.2% |
| Participant deferral / active EE | $4,775 | $3,475+37.4% | $2,794+70.9% | $5,287-9.7% |
| Admin fee / account holder | $356 | $6,571-94.6% | $4,815-92.6% | $10,133-96.5% |