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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 | $101,244 | $51,184+97.8% | $66,439+52.4% | $86,983+16.4% |
| Participation rate | 58.7% | 68.5%-9.8pp | 74.5%-15.8pp | 69.5%-10.8pp |
| Annual return | 12.57% | 17.07%-4.5pp | 757.66%-745.1pp | 25.83%-13.3pp |
| Employer contribution / active EE | $2,621 | $2,023+29.6% | $2,637-0.6% | $2,584+1.4% |
| Participant deferral / active EE | $4,425 | $2,927+51.2% | $3,876+14.2% | $4,194+5.5% |
| Admin fee / account holder | $8,007 | $4,154+92.7% | $6,173+29.7% | $7,856+1.9% |