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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 | $90,792 | $49,199+84.5% | $121,210-25.1% | $75,177+20.8% |
| Participation rate | 54.8% | 55.4%-0.6pp | 69.5%-14.7pp | 67.2%-12.4pp |
| Annual return | 14.42% | 56.04%-41.6pp | 987.41%-973.0pp | 160.75%-146.3pp |
| Employer contribution / active EE | $1,779 | $1,547+15.0% | $4,171-57.3% | $2,671-33.4% |
| Participant deferral / active EE | $3,240 | $2,630+23.2% | $4,084-20.6% | $4,126-21.5% |
| Admin fee / account holder | $1,599 | $3,946-59.5% | $5,647-71.7% | $5,651-71.7% |