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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 | $77,735 | $59,123+31.5% | $77,183+0.7% | $75,181+3.4% |
| Participation rate | 68.3% | 63.9%+4.4pp | 69.6%-1.3pp | 67.2%+1.1pp |
| Annual return | 14.13% | 26.72%-12.6pp | 37.89%-23.8pp | 160.69%-146.6pp |
| Employer contribution / active EE | $3,926 | $1,996+96.7% | $2,534+55.0% | $2,671+47.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,674 | $4,776-44.0% | $5,475-51.2% | $5,650-52.7% |