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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 | $88,418 | $58,311+51.6% | $81,882+8.0% | $80,959+9.2% |
| Participation rate | 66.0% | 63.5%+2.6pp | 72.4%-6.3pp | 67.7%-1.6pp |
| Annual return | 11.60% | 41.85%-30.2pp | 779.47%-767.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $4,933 | $2,347+110.2% | $2,916+69.2% | $2,757+78.9% |
| Participant deferral / active EE | $6,635 | $3,287+101.9% | $4,323+53.5% | $4,300+54.3% |
| Admin fee / account holder | $3,837 | $4,752-19.2% | $7,360-47.9% | $6,925-44.6% |