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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 | $52,353+78.8% | $120,225-22.1% | $82,448+13.5% |
| Participation rate | 56.7% | 58.3%-1.6pp | 69.6%-12.9pp | 68.1%-11.4pp |
| Annual return | 17.72% | 61.85%-44.1pp | 439.23%-421.5pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,570 | $1,510+70.2% | $3,475-26.1% | $2,551+0.7% |
| Participant deferral / active EE | $3,905 | $2,627+48.7% | $3,999-2.3% | $4,139-5.7% |
| Admin fee / account holder | $1,145 | $4,363-73.8% | $5,696-79.9% | $7,234-84.2% |