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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 | $99,015 | $48,314+104.9% | $67,561+46.6% | $80,925+22.4% |
| Participation rate | 67.6% | 66.4%+1.2pp | 72.9%-5.3pp | 67.7%-0.1pp |
| Annual return | 13.43% | 18.28%-4.8pp | 3525.44%-3512.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,738 | $2,022-14.0% | $2,735-36.4% | $2,756-36.9% |
| Participant deferral / active EE | $3,764 | $2,927+28.6% | $4,003-6.0% | $4,299-12.4% |
| Admin fee / account holder | $4,927 | $3,690+33.5% | $4,006+23.0% | $6,940-29.0% |