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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 | $70,717 | $51,631+37.0% | $129,397-45.3% | $80,925-12.6% |
| Participation rate | 58.5% | 56.9%+1.6pp | 69.6%-11.1pp | 67.7%-9.1pp |
| Annual return | 14.16% | 20.77%-6.6pp | 9453.98%-9439.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,867 | $1,583+81.1% | $4,154-31.0% | $2,756+4.0% |
| Participant deferral / active EE | $3,693 | $2,670+38.3% | $4,167-11.4% | $4,299-14.1% |
| Admin fee / account holder | $13,798 | $4,309+220.2% | $7,679+79.7% | $6,940+98.8% |