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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 | $197,882 | $88,672+123.2% | $105,223+88.1% | $82,448+140.0% |
| Participation rate | 68.6% | 67.9%+0.6pp | 75.0%-6.5pp | 68.1%+0.5pp |
| Annual return | 14.66% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,316 | $3,048-24.0% | $3,689-37.2% | $2,551-9.2% |
| Participant deferral / active EE | $6,660 | $4,036+65.0% | $5,072+31.3% | $4,139+60.9% |
| Admin fee / account holder | $12,708 | $7,146+77.8% | $8,859+43.5% | $7,234+75.7% |