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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 | $109,054 | $58,714+85.7% | $142,874-23.7% | $85,856+27.0% |
| Participation rate | 58.8% | 58.5%+0.3pp | 72.0%-13.1pp | 69.3%-10.5pp |
| Annual return | 14.09% | 27.73%-13.6pp | 5638.58%-5624.5pp | 318.58%-304.5pp |
| Employer contribution / active EE | $1,688 | $1,423+18.6% | $4,145-59.3% | $2,565-34.2% |
| Participant deferral / active EE | $3,747 | $2,608+43.7% | $3,838-2.4% | $3,952-5.2% |
| Admin fee / account holder | $710 | $4,241-83.3% | $6,561-89.2% | $6,261-88.7% |