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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 | $81,114 | $55,457+46.3% | $77,361+4.9% | $94,015-13.7% |
| Participation rate | 52.5% | 69.8%-17.4pp | 75.0%-22.5pp | 70.8%-18.4pp |
| Annual return | 12.06% | 15.57%-3.5pp | 1011.54%-999.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $3,852 | $2,255+70.9% | $2,990+28.8% | $2,790+38.1% |
| Participant deferral / active EE | $1,669 | $3,069-45.6% | $3,911-57.3% | $4,249-60.7% |
| Admin fee / account holder | $6,314 | $4,334+45.7% | $5,894+7.1% | $8,951-29.5% |