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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 | $112,014 | $111,535+0.4% | $105,223+6.5% | $137,256-18.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 14.39% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,806 | $3,939-54.2% | $3,689-51.0% | $4,156-56.5% |
| Participant deferral / active EE | $6,722 | $5,500+22.2% | $5,072+32.5% | $6,407+4.9% |
| Admin fee / account holder | $12,266 | $9,721+26.2% | $8,859+38.5% | $12,2700% |