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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 | $98,942 | $124,980-20.8% | $108,359-8.7% | $154,746-36.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 21.67% | 45.00%-23.3pp | 36.89%-15.2pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,400 | $2,851-50.9% | $2,399-41.7% | $4,379-68.0% |
| Participant deferral / active EE | $8,733 | $4,743+84.1% | $4,137+111.1% | $6,730+29.8% |
| Admin fee / account holder | $608 | $11,502-94.7% | $9,741-93.8% | $14,365-95.8% |