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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 | $89,879 | $51,638+74.1% | $129,406-30.5% | $80,959+11.0% |
| Participation rate | 52.4% | 56.9%-4.5pp | 69.6%-17.3pp | 67.7%-15.3pp |
| Annual return | 12.02% | 20.78%-8.8pp | 9468.18%-9456.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,142 | $1,584+35.3% | $4,155-48.5% | $2,757-22.3% |
| Participant deferral / active EE | $5,580 | $2,670+109.0% | $4,167+33.9% | $4,300+29.8% |
| Admin fee / account holder | $3,500 | $4,313-18.9% | $7,689-54.5% | $6,925-49.5% |