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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 | $44,984+19.4% | $85,009-36.8% | $74,546-27.9% |
| Participation rate | 59.8% | 49.4%+10.4pp | 67.5%-7.7pp | 67.2%-7.4pp |
| Annual return | 13.52% | 26.25%-12.7pp | 66.47%-53.0pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,875 | $1,458+28.6% | $2,728-31.3% | $2,624-28.6% |
| Participant deferral / active EE | $2,365 | $2,733-13.5% | $4,522-47.7% | $4,347-45.6% |
| Admin fee / account holder | $9,277 | $2,208+320.1% | $6,153+50.8% | $1,944+377.3% |