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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 | $65,961+48.1% | $180,320-45.8% | $94,015+3.9% |
| Participation rate | 64.1% | 61.3%+2.8pp | 71.5%-7.4pp | 70.8%-6.7pp |
| Annual return | 13.77% | 14.27%-0.5pp | 778.54%-764.8pp | 17.84%-4.1pp |
| Employer contribution / active EE | $2,169 | $1,737+24.8% | $4,108-47.2% | $2,790-22.3% |
| Participant deferral / active EE | $4,102 | $3,003+36.6% | $4,304-4.7% | $4,249-3.5% |
| Admin fee / account holder | $3,091 | $4,901-36.9% | $10,000-69.1% | $8,951-65.5% |