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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 | $97,680 | $52,353+86.6% | $120,225-18.8% | $82,448+18.5% |
| Participation rate | 64.1% | 58.3%+5.8pp | 69.6%-5.5pp | 68.1%-4.0pp |
| Annual return | 13.77% | 61.85%-48.1pp | 439.23%-425.5pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,169 | $1,510+43.7% | $3,475-37.6% | $2,551-15.0% |
| Participant deferral / active EE | $4,102 | $2,627+56.2% | $3,999+2.6% | $4,139-0.9% |
| Admin fee / account holder | $3,091 | $4,363-29.2% | $5,696-45.7% | $7,234-57.3% |