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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 | $106,251 | $114,013-6.8% | $103,693+2.5% | $155,188-31.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 14.65% | 49.31%-34.7pp | 47.61%-33.0pp | 148.84%-134.2pp |
| Employer contribution / active EE | $909 | $3,131-71.0% | $2,920-68.9% | $4,248-78.6% |
| Participant deferral / active EE | $2,420 | $4,970-51.3% | $4,579-47.2% | $6,531-62.9% |
| Admin fee / account holder | $8,003 | $8,407-4.8% | $7,858+1.8% | $14,480-44.7% |