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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 | $112,197 | $99,995+12.2% | $85,063+31.9% | $145,978-23.1% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 9.42% | 83.99%-74.6pp | 66.54%-57.1pp | 550.52%-541.1pp |
| Employer contribution / active EE | $2,184 | $3,231-32.4% | $2,727-19.9% | $4,662-53.2% |
| Participant deferral / active EE | $8,392 | $5,295+58.5% | $4,523+85.6% | $6,690+25.5% |
| Admin fee / account holder | $2,554 | $7,255-64.8% | $6,155-58.5% | $13,400-80.9% |