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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 | $80,920 | $40,275+100.9% | $57,356+41.1% | $59,633+35.7% |
| Participation rate | 67.3% | 69.1%-1.8pp | 75.1%-7.7pp | 68.7%-1.3pp |
| Annual return | 1.13% | 27.52%-26.4pp | 24.41%-23.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $3,999 | $1,921+108.1% | $2,689+48.7% | $2,203+81.6% |
| Participant deferral / active EE | $4,889 | $2,400+103.7% | $3,162+54.6% | $3,192+53.2% |
| Admin fee / account holder | $9,729 | $2,820+244.9% | $3,357+189.8% | $4,297+126.4% |