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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 | $51,184+58.5% | $66,439+22.1% | $86,983-6.7% |
| Participation rate | 52.5% | 68.5%-16.0pp | 74.5%-22.0pp | 69.5%-17.1pp |
| Annual return | 12.06% | 17.07%-5.0pp | 757.66%-745.6pp | 25.83%-13.8pp |
| Employer contribution / active EE | $3,852 | $2,023+90.5% | $2,637+46.1% | $2,584+49.1% |
| Participant deferral / active EE | $1,669 | $2,927-43.0% | $3,876-56.9% | $4,194-60.2% |
| Admin fee / account holder | $6,314 | $4,154+52.0% | $6,173+2.3% | $7,856-19.6% |