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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 | $93,601 | $56,431+65.9% | $130,788-28.4% | $87,485+7.0% |
| Participation rate | 56.7% | 58.9%-2.3pp | 70.1%-13.4pp | 68.9%-12.3pp |
| Annual return | 17.72% | 91.27%-73.5pp | 386.44%-368.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,570 | $1,549+65.9% | $3,558-27.8% | $2,596-1.0% |
| Participant deferral / active EE | $3,905 | $2,749+42.0% | $4,137-5.6% | $4,274-8.6% |
| Admin fee / account holder | $1,145 | $4,433-74.2% | $6,673-82.8% | $7,775-85.3% |