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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 | $101,077 | $58,311+73.3% | $81,882+23.4% | $80,959+24.8% |
| Participation rate | 65.3% | 63.5%+1.8pp | 72.4%-7.1pp | 67.7%-2.4pp |
| Annual return | 14.96% | 41.85%-26.9pp | 779.47%-764.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,743 | $2,347-25.7% | $2,916-40.2% | $2,757-36.8% |
| Participant deferral / active EE | $4,831 | $3,287+47.0% | $4,323+11.8% | $4,300+12.3% |
| Admin fee / account holder | $2,209 | $4,752-53.5% | $7,360-70.0% | $6,925-68.1% |