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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 | $129,405 | $108,882+18.8% | $96,754+33.7% | $154,746-16.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 70.3%-7.8pp | 80.7%-18.2pp |
| Annual return | 10.77% | 98.39%-87.6pp | 82.04%-71.3pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,547 | $3,018-48.8% | $2,679-42.3% | $4,379-64.7% |
| Participant deferral / active EE | $2,689 | $5,323-49.5% | $4,758-43.5% | $6,730-60.0% |
| Admin fee / account holder | $12,821 | $10,200+25.7% | $8,905+44.0% | $14,365-10.8% |