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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 | $85,623 | $52,353+63.5% | $120,225-28.8% | $82,448+3.9% |
| Participation rate | 40.0% | 58.3%-18.3pp | 69.6%-29.6pp | 68.1%-28.1pp |
| Annual return | 14.79% | 61.85%-47.1pp | 439.23%-424.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,445 | $1,510-4.3% | $3,475-58.4% | $2,551-43.4% |
| Participant deferral / active EE | $2,865 | $2,627+9.1% | $3,999-28.3% | $4,139-30.8% |
| Admin fee / account holder | $25,262 | $4,363+479.1% | $5,696+343.5% | $7,234+249.2% |