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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 | $92,486 | $58,726+57.5% | $142,898-35.3% | $85,847+7.7% |
| Participation rate | 48.3% | 58.5%-10.2pp | 72.0%-23.6pp | 69.3%-21.0pp |
| Annual return | 15.26% | 27.73%-12.5pp | 5639.64%-5624.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $418 | $1,424-70.6% | $4,146-89.9% | $2,565-83.7% |
| Participant deferral / active EE | $2,849 | $2,609+9.2% | $3,838-25.8% | $3,952-27.9% |
| Admin fee / account holder | $7,451 | $4,234+76.0% | $6,560+13.6% | $6,261+19.0% |