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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 | $92,117 | $54,541+68.9% | $78,778+16.9% | $70,126+31.4% |
| Participation rate | 67.6% | 60.8%+6.8pp | 69.2%-1.6pp | 69.5%-2.0pp |
| Annual return | 16.61% | 21.07%-4.5pp | 35.62%-19.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,977 | $1,089+81.7% | $1,986-0.4% | $2,343-15.6% |
| Participant deferral / active EE | $4,421 | $2,210+100.0% | $2,958+49.4% | $3,332+32.7% |
| Admin fee / account holder | $5,526 | $3,709+49.0% | $5,134+7.6% | $4,645+18.9% |