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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 | $47,479+70.8% | $62,929+28.9% | $82,448-1.6% |
| Participation rate | 52.5% | 66.9%-14.4pp | 73.1%-20.7pp | 68.1%-15.6pp |
| Annual return | 12.06% | 20.34%-8.3pp | 1063.93%-1051.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $3,852 | $1,885+104.3% | $2,505+53.8% | $2,551+51.0% |
| Participant deferral / active EE | $1,669 | $2,870-41.9% | $3,888-57.1% | $4,139-59.7% |
| Admin fee / account holder | $6,314 | $3,804+66.0% | $5,065+24.7% | $7,234-12.7% |