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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 | $118,635 | $117,895+0.6% | $102,460+15.8% | $145,897-18.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 11.72% | 31.92%-20.2pp | 29.47%-17.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $5,686 | $3,619+57.1% | $3,025+88.0% | $4,663+22.0% |
| Participant deferral / active EE | $7,860 | $5,736+37.0% | $5,056+55.4% | $6,689+17.5% |
| Admin fee / account holder | $5,657 | $13,353-57.6% | $9,460-40.2% | $13,390-57.8% |