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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 | $92,398 | $58,258+58.6% | $81,820+12.9% | $80,925+14.2% |
| Participation rate | 41.7% | 63.5%-21.8pp | 72.4%-30.7pp | 67.7%-26.0pp |
| Annual return | 18.74% | 41.76%-23.0pp | 777.93%-759.2pp | 35.65%-16.9pp |
| Employer contribution / active EE | $1,592 | $2,345-32.1% | $2,915-45.4% | $2,756-42.2% |
| Participant deferral / active EE | $3,781 | $3,284+15.1% | $4,323-12.5% | $4,299-12.0% |
| Admin fee / account holder | $5,851 | $4,976+17.6% | $7,391-20.8% | $6,940-15.7% |