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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 | $101,071 | $106,923-5.5% | $84,023+20.3% | $152,909-33.9% |
| Participation rate | 53.8% | 75.3%-21.4pp | 69.0%-15.2pp | 82.5%-28.6pp |
| Annual return | 27.69% | 105.02%-77.3pp | 71.32%-43.6pp | 345.46%-317.8pp |
| Employer contribution / active EE | $1,176 | $2,735-57.0% | $1,984-40.7% | $4,764-75.3% |
| Participant deferral / active EE | $1,603 | $4,013-60.1% | $3,239-50.5% | $5,851-72.6% |
| Admin fee / account holder | $629 | $8,289-92.4% | $6,102-89.7% | $11,601-94.6% |