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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 | $98,704 | $111,787-11.7% | $93,681+5.4% | $145,978-32.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 10.25% | 203.52%-193.3pp | 133.47%-123.2pp | 550.52%-540.3pp |
| Employer contribution / active EE | $2,011 | $3,093-35.0% | $2,422-17.0% | $4,662-56.9% |
| Participant deferral / active EE | $7,167 | $4,918+45.7% | $4,415+62.3% | $6,690+7.1% |
| Admin fee / account holder | $1,491 | $10,256-85.5% | $8,290-82.0% | $13,400-88.9% |