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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 | $70,807 | $47,479+49.1% | $62,929+12.5% | $82,448-14.1% |
| Participation rate | 60.3% | 66.9%-6.6pp | 73.1%-12.8pp | 68.1%-7.8pp |
| Annual return | 15.45% | 20.34%-4.9pp | 1063.93%-1048.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,339 | $1,885-29.0% | $2,505-46.5% | $2,551-47.5% |
| Participant deferral / active EE | $3,835 | $2,870+33.6% | $3,888-1.4% | $4,139-7.4% |
| Admin fee / account holder | $4,625 | $3,804+21.6% | $5,065-8.7% | $7,234-36.1% |