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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 | $64,954 | $58,241+11.5% | $81,780-20.6% | $80,911-19.7% |
| Participation rate | 55.2% | 63.4%-8.3pp | 72.4%-17.2pp | 67.6%-12.5pp |
| Annual return | 20.92% | 41.73%-20.8pp | 776.27%-755.3pp | 35.63%-14.7pp |
| Employer contribution / active EE | $2,371 | $2,343+1.2% | $2,914-18.6% | $2,756-14.0% |
| Participant deferral / active EE | $5,076 | $3,283+54.6% | $4,321+17.5% | $4,297+18.1% |
| Admin fee / account holder | $3,997 | $4,973-19.6% | $7,384-45.9% | $6,935-42.4% |