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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 | $102,457 | $61,815+65.7% | $97,295+5.3% | $80,959+26.6% |
| Participation rate | 51.7% | 63.5%-11.8pp | 72.7%-20.9pp | 67.7%-15.9pp |
| Annual return | 14.65% | -558.73%+573.4pp | 75.62%-61.0pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,289 | $1,836+24.6% | $2,723-15.9% | $2,757-17.0% |
| Participant deferral / active EE | $2,827 | $3,027-6.6% | $4,264-33.7% | $4,300-34.3% |
| Admin fee / account holder | $11,796 | $5,166+128.4% | $5,646+108.9% | $6,925+70.3% |