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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 | $67,278 | $45,566+47.6% | $64,105+5.0% | $59,633+12.8% |
| Participation rate | 60.0% | 60.2%-0.2pp | 68.2%-8.2pp | 68.7%-8.7pp |
| Annual return | 19.81% | 4.95%+14.9pp | 791.24%-771.4pp | 2041.45%-2021.6pp |
| Employer contribution / active EE | $1,016 | $934+8.7% | $1,820-44.2% | $2,203-53.9% |
| Participant deferral / active EE | $2,781 | $2,057+35.2% | $2,822-1.4% | $3,192-12.9% |
| Admin fee / account holder | $1,736 | $3,268-46.9% | $4,499-61.4% | $4,297-59.6% |