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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 | $98,520 | $49,177+100.3% | $79,467+24.0% | $64,173+53.5% |
| Participation rate | 67.9% | 65.0%+2.9pp | 73.3%-5.4pp | 69.6%-1.6pp |
| Annual return | 8.26% | -1.16%+9.4pp | 718.30%-710.0pp | 7.63%+0.6pp |
| Employer contribution / active EE | $3,389 | $2,076+63.2% | $2,800+21.0% | $2,381+42.3% |
| Participant deferral / active EE | $3,706 | $2,821+31.4% | $3,704+0.1% | $3,470+6.8% |
| Admin fee / account holder | $1,897 | $3,839-50.6% | $5,104-62.8% | $4,887-61.2% |