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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 | $103,762 | $54,117+91.7% | $135,768-23.6% | $65,306+58.9% |
| Participation rate | 56.9% | 48.7%+8.2pp | 71.1%-14.2pp | 57.7%-0.8pp |
| Annual return | 17.17% | 21.76%-4.6pp | 526.10%-508.9pp | 21.94%-4.8pp |
| Employer contribution / active EE | $984 | $1,029-4.4% | $3,394-71.0% | $1,967-50.0% |
| Participant deferral / active EE | $3,409 | $2,395+42.3% | $3,977-14.3% | $2,959+15.2% |
| Admin fee / account holder | $3,285 | $4,541-27.7% | $7,048-53.4% | $3,480-5.6% |