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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 | $65,961+41.9% | $180,320-48.1% | $94,015-0.4% |
| Participation rate | 56.7% | 61.3%-4.6pp | 71.5%-14.9pp | 70.8%-14.2pp |
| Annual return | 17.72% | 14.27%+3.5pp | 778.54%-760.8pp | 17.84%-0.1pp |
| Employer contribution / active EE | $2,570 | $1,737+47.9% | $4,108-37.4% | $2,790-7.9% |
| Participant deferral / active EE | $3,905 | $3,003+30.0% | $4,304-9.3% | $4,249-8.1% |
| Admin fee / account holder | $1,145 | $4,901-76.6% | $10,000-88.6% | $8,951-87.2% |