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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 | $58,234+58.7% | $81,783+13.0% | $80,874+14.2% |
| Participation rate | 41.7% | 63.4%-21.8pp | 72.4%-30.7pp | 67.6%-26.0pp |
| Annual return | 18.74% | 41.70%-23.0pp | 775.05%-756.3pp | 35.62%-16.9pp |
| Employer contribution / active EE | $1,592 | $2,341-32.0% | $2,913-45.3% | $2,756-42.2% |
| Participant deferral / active EE | $3,781 | $3,283+15.2% | $4,320-12.5% | $4,297-12.0% |
| Admin fee / account holder | $5,851 | $4,982+17.5% | $7,380-20.7% | $6,935-15.6% |