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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 | $109,263 | $78,423+39.3% | $95,964+13.9% | $79,856+36.8% |
| Participation rate | 64.7% | 73.5%-8.8pp | 77.1%-12.4pp | 69.6%-4.9pp |
| Annual return | 25.52% | 19.37%+6.1pp | 91.64%-66.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $1,301 | $1,945-33.1% | $2,541-48.8% | $2,471-47.3% |
| Participant deferral / active EE | $2,609 | $3,440-24.2% | $4,167-37.4% | $3,741-30.3% |
| Admin fee / account holder | $25,960 | $5,622+361.8% | $6,797+281.9% | $5,306+389.2% |