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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 | $95,341 | $112,935-15.6% | $90,970+4.8% | $158,966-40.0% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 19.55% | 215.79%-196.2pp | 134.58%-115.0pp | 302.95%-283.4pp |
| Employer contribution / active EE | $840 | $2,895-71.0% | $2,122-60.4% | $4,762-82.4% |
| Participant deferral / active EE | $6,861 | $4,129+66.2% | $3,373+103.4% | $5,983+14.7% |
| Admin fee / account holder | $567 | $8,045-92.9% | $5,960-90.5% | $11,250-95.0% |