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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 | $85,256 | $56,116+51.9% | $135,768-37.2% | $86,983-2.0% |
| Participation rate | 57.1% | 60.1%-3.0pp | 71.1%-13.9pp | 69.5%-12.4pp |
| Annual return | 14.04% | 125.33%-111.3pp | 526.10%-512.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,779 | $1,528+16.4% | $3,394-47.6% | $2,584-31.2% |
| Participant deferral / active EE | $3,622 | $2,690+34.7% | $3,977-8.9% | $4,194-13.6% |
| Admin fee / account holder | $2,399 | $4,314-44.4% | $7,048-66.0% | $7,856-69.5% |