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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 | $66,563 | $85,171-21.8% | $172,752-61.5% | $72,975-8.8% |
| Participation rate | 69.2% | 70.1%-0.8pp | 82.6%-13.4pp | 69.5%-0.3pp |
| Annual return | 21.68% | 27.32%-5.6pp | 802.97%-781.3pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,973 | $3,324-40.7% | $5,144-61.7% | $2,440-19.2% |
| Participant deferral / active EE | $4,768 | $3,260+46.2% | $5,198-8.3% | $3,608+32.1% |
| Admin fee / account holder | $1,212 | $5,880-79.4% | $13,955-91.3% | $5,124-76.3% |