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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 | $59,651 | $43,730+36.4% | $121,220-50.8% | $64,173-7.0% |
| Participation rate | 66.7% | 58.3%+8.3pp | 71.8%-5.1pp | 69.6%-2.9pp |
| Annual return | -3.45% | 68.94%-72.4pp | 16.94%-20.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,995 | $1,297+131.0% | $4,023-25.5% | $2,381+25.8% |
| Participant deferral / active EE | $3,736 | $2,281+63.8% | $3,345+11.7% | $3,470+7.7% |
| Admin fee / account holder | $4,781 | $3,502+36.5% | $5,021-4.8% | $4,887-2.2% |