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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 | $84,004 | $55,470+51.4% | $155,556-46.0% | $74,478+12.8% |
| Participation rate | 53.3% | 61.9%-8.6pp | 78.2%-24.9pp | 67.2%-13.9pp |
| Annual return | 13.23% | 269.80%-256.6pp | 64.84%-51.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,365 | $2,267+4.3% | $4,675-49.4% | $2,626-10.0% |
| Participant deferral / active EE | $3,104 | $2,838+9.4% | $5,631-44.9% | $4,350-28.6% |
| Admin fee / account holder | $2,972 | $1,744+70.4% | $15,885-81.3% | $1,946+52.7% |