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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 | $82,746 | $48,011+72.3% | $63,803+29.7% | $82,637+0.1% |
| Participation rate | 58.6% | 66.6%-7.9pp | 72.7%-14.1pp | 68.1%-9.4pp |
| Annual return | 11.50% | 19.84%-8.3pp | 543.72%-532.2pp | 53.51%-42.0pp |
| Employer contribution / active EE | $2,436 | $1,904+28.0% | $2,532-3.8% | $2,552-4.5% |
| Participant deferral / active EE | $2,583 | $2,846-9.2% | $3,843-32.8% | $4,126-37.4% |
| Admin fee / account holder | $3,352 | $3,873-13.5% | $5,196-35.5% | $7,339-54.3% |