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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 | $75,820 | $50,554+50.0% | $67,681+12.0% | $87,485-13.3% |
| Participation rate | 57.1% | 67.7%-10.6pp | 73.7%-16.6pp | 68.9%-11.8pp |
| Annual return | 14.22% | 17.81%-3.6pp | 590.58%-576.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,087 | $1,988+5.0% | $2,678-22.1% | $2,596-19.6% |
| Participant deferral / active EE | $2,341 | $2,961-21.0% | $3,976-41.1% | $4,274-45.2% |
| Admin fee / account holder | $9,114 | $4,132+120.6% | $6,100+49.4% | $7,775+17.2% |