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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 | $84,672 | $72,446+16.9% | $67,561+25.3% | $145,877-42.0% |
| Participation rate | 59.1% | 76.9%-17.8pp | 72.9%-13.8pp | 80.3%-21.2pp |
| Annual return | 14.13% | 7211.98%-7197.9pp | 3525.44%-3511.3pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,372 | $3,072-22.8% | $2,735-13.3% | $4,663-49.1% |
| Participant deferral / active EE | $4,182 | $4,785-12.6% | $4,003+4.5% | $6,691-37.5% |
| Admin fee / account holder | $4,848 | $5,541-12.5% | $4,006+21.0% | $13,402-63.8% |