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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 | $56,116+74.1% | $135,768-28.1% | $86,983+12.3% |
| Participation rate | 64.1% | 60.1%+4.0pp | 71.1%-7.0pp | 69.5%-5.4pp |
| Annual return | 13.77% | 125.33%-111.6pp | 526.10%-512.3pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,169 | $1,528+42.0% | $3,394-36.1% | $2,584-16.1% |
| Participant deferral / active EE | $4,102 | $2,690+52.5% | $3,977+3.1% | $4,194-2.2% |
| Admin fee / account holder | $3,091 | $4,314-28.4% | $7,048-56.2% | $7,856-60.7% |