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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 | $78,964 | $51,631+52.9% | $129,397-39.0% | $80,925-2.4% |
| Participation rate | 55.8% | 56.9%-1.2pp | 69.6%-13.9pp | 67.7%-11.9pp |
| Annual return | 12.56% | 20.77%-8.2pp | 9453.98%-9441.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,510 | $1,583+58.5% | $4,154-39.6% | $2,756-9.0% |
| Participant deferral / active EE | $5,450 | $2,670+104.1% | $4,167+30.8% | $4,299+26.8% |
| Admin fee / account holder | $5,048 | $4,309+17.1% | $7,679-34.3% | $6,940-27.3% |