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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 | $50,554+60.5% | $67,681+19.8% | $87,485-7.3% |
| Participation rate | 52.5% | 67.7%-15.3pp | 73.7%-21.3pp | 68.9%-16.5pp |
| Annual return | 12.06% | 17.81%-5.8pp | 590.58%-578.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $3,852 | $1,988+93.7% | $2,678+43.8% | $2,596+48.4% |
| Participant deferral / active EE | $1,669 | $2,961-43.6% | $3,976-58.0% | $4,274-60.9% |
| Admin fee / account holder | $6,314 | $4,132+52.8% | $6,100+3.5% | $7,775-18.8% |