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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 | $89,524 | $51,631+73.4% | $129,397-30.8% | $80,925+10.6% |
| Participation rate | 45.7% | 56.9%-11.2pp | 69.6%-23.9pp | 67.7%-21.9pp |
| Annual return | 12.78% | 20.77%-8.0pp | 9453.98%-9441.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,848 | $1,583+16.7% | $4,154-55.5% | $2,756-33.0% |
| Participant deferral / active EE | $3,595 | $2,670+34.6% | $4,167-13.7% | $4,299-16.4% |
| Admin fee / account holder | $3,925 | $4,309-8.9% | $7,679-48.9% | $6,940-43.4% |