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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 | $109,098 | $102,429+6.5% | $147,096-25.8% | $80,925+34.8% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 17.23% | 135.02%-117.8pp | 419.75%-402.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $2,209 | $3,716-40.6% | $4,936-55.3% | $2,756-19.9% |
| Participant deferral / active EE | $4,967 | $6,649-25.3% | $8,071-38.5% | $4,299+15.5% |
| Admin fee / account holder | $8,602 | $7,957+8.1% | $13,005-33.9% | $6,940+24.0% |