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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 | $58,258+73.5% | $81,820+23.5% | $80,925+24.9% |
| Participation rate | 65.3% | 63.5%+1.8pp | 72.4%-7.1pp | 67.7%-2.4pp |
| Annual return | 14.96% | 41.76%-26.8pp | 777.93%-763.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,743 | $2,345-25.7% | $2,915-40.2% | $2,756-36.8% |
| Participant deferral / active EE | $4,831 | $3,284+47.1% | $4,323+11.8% | $4,299+12.4% |
| Admin fee / account holder | $2,209 | $4,976-55.6% | $7,391-70.1% | $6,940-68.2% |