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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 | $55,710 | $58,311-4.5% | $81,882-32.0% | $80,959-31.2% |
| Participation rate | 65.4% | 63.5%+1.9pp | 72.4%-7.0pp | 67.7%-2.3pp |
| Annual return | 13.70% | 41.85%-28.2pp | 779.47%-765.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $6,200 | $2,347+164.2% | $2,916+112.6% | $2,757+124.9% |
| Participant deferral / active EE | $4,913 | $3,287+49.5% | $4,323+13.7% | $4,300+14.3% |
| Admin fee / account holder | $4,590 | $4,752-3.4% | $7,360-37.6% | $6,925-33.7% |