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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 | $96,425 | $97,750-1.4% | $103,464-6.8% | $145,959-33.9% |
| Participation rate | 69.2% | 81.1%-11.9pp | 80.5%-11.3pp | 80.3%-11.1pp |
| Annual return | 11.82% | 25.43%-13.6pp | 23.91%-12.1pp | 561.95%-550.1pp |
| Employer contribution / active EE | $5,204 | $4,685+11.1% | $4,677+11.3% | $4,661+11.6% |
| Participant deferral / active EE | $7,256 | $6,603+9.9% | $6,624+9.6% | $6,689+8.5% |
| Admin fee / account holder | $4,222 | $12,515-66.3% | $9,410-55.1% | $13,398-68.5% |