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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 | $86,662 | $27,943+210.1% | $58,507+48.1% | $75,177+15.3% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | 15.34% | 44.22%-28.9pp | 4252.32%-4237.0pp | 160.75%-145.4pp |
| Employer contribution / active EE | $1,402 | $670+109.4% | $1,053+33.1% | $2,671-47.5% |
| Participant deferral / active EE | $4,426 | $1,202+268.2% | $1,922+130.2% | $4,126+7.3% |
| Admin fee / account holder | $706 | $1,727-59.1% | $2,486-71.6% | $5,651-87.5% |