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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 | $123,576 | $90,397+36.7% | $76,002+62.6% | $145,959-15.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 10.82% | 621.97%-611.2pp | 360.07%-349.2pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,560 | $3,317-22.8% | $2,688-4.8% | $4,661-45.1% |
| Participant deferral / active EE | $8,108 | $5,163+57.0% | $4,257+90.5% | $6,689+21.2% |
| Admin fee / account holder | $2,255 | $8,369-73.1% | $6,414-64.8% | $13,398-83.2% |