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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 | $131,722 | $105,210+25.2% | $159,487-17.4% | $85,851+53.4% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.8%-20.3pp | 69.3%-6.8pp |
| Annual return | 15.49% | 45.08%-29.6pp | 263.71%-248.2pp | 318.63%-303.1pp |
| Employer contribution / active EE | $2,017 | $3,319-39.2% | $4,831-58.2% | $2,565-21.4% |
| Participant deferral / active EE | $4,318 | $5,946-27.4% | $7,354-41.3% | $3,952+9.2% |
| Admin fee / account holder | $7,770 | $6,934+12.0% | $10,804-28.1% | $6,261+24.1% |