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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 | $114,123 | $111,785+2.1% | $93,669+21.8% | $145,877-21.8% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.8pp |
| Annual return | 11.87% | 203.79%-191.9pp | 133.59%-121.7pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,656 | $3,096-46.5% | $2,424-31.7% | $4,663-64.5% |
| Participant deferral / active EE | $4,783 | $4,919-2.8% | $4,416+8.3% | $6,691-28.5% |
| Admin fee / account holder | $1,970 | $10,256-80.8% | $8,291-76.2% | $13,402-85.3% |