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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 | $114,940 | $86,288+33.2% | $111,306+3.3% | $85,851+33.9% |
| Participation rate | 58.0% | 73.3%-15.3pp | 77.3%-19.3pp | 69.3%-11.3pp |
| Annual return | 24.51% | 19.99%+4.5pp | 54.67%-30.2pp | 318.63%-294.1pp |
| Employer contribution / active EE | $1,214 | $2,044-40.6% | $2,732-55.6% | $2,565-52.7% |
| Participant deferral / active EE | $2,754 | $3,641-24.4% | $4,488-38.6% | $3,952-30.3% |
| Admin fee / account holder | $306 | $8,189-96.3% | $7,966-96.2% | $6,261-95.1% |