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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 | $80,885 | $48,050+68.3% | $85,969-5.9% | $59,633+35.6% |
| Participation rate | 68.2% | 64.5%+3.7pp | 76.5%-8.4pp | 68.7%-0.5pp |
| Annual return | 0.75% | 0.29%+0.5pp | 9.32%-8.6pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $1,984 | $1,640+21.0% | $3,474-42.9% | $2,203-9.9% |
| Participant deferral / active EE | $4,194 | $2,249+86.5% | $3,829+9.5% | $3,192+31.4% |
| Admin fee / account holder | $909 | $3,206-71.7% | $6,053-85.0% | $4,297-78.9% |