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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 | $97,053 | $78,636+23.4% | $105,607-8.1% | $74,459+30.3% |
| Participation rate | 61.7% | 72.8%-11.0pp | 75.3%-13.5pp | 67.2%-5.5pp |
| Annual return | 11.67% | 15.96%-4.3pp | 116.11%-104.4pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $1,745 | $2,523-30.9% | $3,167-44.9% | $2,626-33.6% |
| Participant deferral / active EE | $3,794 | $4,322-12.2% | $5,011-24.3% | $4,350-12.8% |
| Admin fee / account holder | $4,346 | $2,220+95.7% | $10,958-60.3% | $1,945+123.5% |