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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 | $74,030 | $51,631+43.4% | $129,397-42.8% | $80,925-8.5% |
| Participation rate | 58.8% | 56.9%+1.9pp | 69.6%-10.8pp | 67.7%-8.8pp |
| Annual return | 13.90% | 20.77%-6.9pp | 9453.98%-9440.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,793 | $1,583+13.2% | $4,154-56.8% | $2,756-35.0% |
| Participant deferral / active EE | $2,207 | $2,670-17.3% | $4,167-47.0% | $4,299-48.7% |
| Admin fee / account holder | $450 | $4,309-89.6% | $7,679-94.1% | $6,940-93.5% |