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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 | $55,397 | $47,944+15.5% | $67,834-18.3% | $62,881-11.9% |
| Participation rate | 59.5% | 61.1%-1.5pp | 68.8%-9.3pp | 69.3%-9.8pp |
| Annual return | 6.01% | 11.77%-5.8pp | 138.47%-132.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,837 | $1,562+17.6% | $2,403-23.5% | $2,281-19.4% |
| Participant deferral / active EE | $4,352 | $2,247+93.7% | $3,160+37.7% | $3,203+35.9% |
| Admin fee / account holder | $9,568 | $3,712+157.8% | $4,622+107.0% | $4,296+122.7% |