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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 | $89,202 | $77,419+15.2% | $69,461+28.4% | $152,885-41.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 22.45% | 39.07%-16.6pp | 28.97%-6.5pp | 345.39%-322.9pp |
| Employer contribution / active EE | $5,736 | $3,315+73.0% | $2,779+106.4% | $4,763+20.4% |
| Participant deferral / active EE | $6,644 | $4,414+50.5% | $3,536+87.9% | $5,851+13.6% |
| Admin fee / account holder | $917 | $6,207-85.2% | $3,840-76.1% | $11,598-92.1% |