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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 | $97,440 | $106,247-8.3% | $96,515+1.0% | $139,466-30.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.39% | 38.47%-23.1pp | 35.73%-20.3pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,426 | $4,106-40.9% | $3,740-35.1% | $4,754-49.0% |
| Participant deferral / active EE | $6,208 | $5,456+13.8% | $4,880+27.2% | $6,712-7.5% |
| Admin fee / account holder | $2,128 | $7,885-73.0% | $6,735-68.4% | $11,409-81.3% |