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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 | $74,524 | $45,566+63.6% | $64,105+16.3% | $59,633+25.0% |
| Participation rate | 61.4% | 60.2%+1.2pp | 68.2%-6.8pp | 68.7%-7.3pp |
| Annual return | 6.46% | 4.95%+1.5pp | 791.24%-784.8pp | 2041.45%-2035.0pp |
| Employer contribution / active EE | $1,191 | $934+27.5% | $1,820-34.6% | $2,203-45.9% |
| Participant deferral / active EE | $2,581 | $2,057+25.5% | $2,822-8.5% | $3,192-19.1% |
| Admin fee / account holder | $2,514 | $3,268-23.1% | $4,499-44.1% | $4,297-41.5% |