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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 | $83,083 | $49,976+66.2% | $66,674+24.6% | $82,637+0.5% |
| Participation rate | 44.8% | 63.1%-18.3pp | 73.7%-28.9pp | 68.1%-23.3pp |
| Annual return | 14.14% | 39.09%-24.9pp | 321.24%-307.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,538 | $1,988-22.6% | $2,620-41.3% | $2,552-39.7% |
| Participant deferral / active EE | $3,965 | $2,847+39.3% | $4,084-2.9% | $4,126-3.9% |
| Admin fee / account holder | $4,333 | $4,594-5.7% | $5,098-15.0% | $7,339-41.0% |