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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 | $58,234+73.6% | $81,783+23.6% | $80,874+25.0% |
| Participation rate | 65.3% | 63.4%+1.9pp | 72.4%-7.0pp | 67.6%-2.3pp |
| Annual return | 14.96% | 41.70%-26.7pp | 775.05%-760.1pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,743 | $2,341-25.5% | $2,913-40.1% | $2,756-36.7% |
| Participant deferral / active EE | $4,831 | $3,283+47.2% | $4,320+11.8% | $4,297+12.4% |
| Admin fee / account holder | $2,209 | $4,982-55.7% | $7,380-70.1% | $6,935-68.2% |