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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 | $53,719 | $45,126+19.0% | $85,187-36.9% | $74,459-27.9% |
| Participation rate | 59.8% | 49.4%+10.5pp | 67.5%-7.7pp | 67.2%-7.4pp |
| Annual return | 13.52% | 26.30%-12.8pp | 66.67%-53.1pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,875 | $1,460+28.4% | $2,732-31.4% | $2,626-28.6% |
| Participant deferral / active EE | $2,365 | $2,738-13.6% | $4,525-47.7% | $4,350-45.6% |
| Admin fee / account holder | $9,277 | $2,212+319.4% | $6,162+50.6% | $1,945+377.0% |