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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 | $58,275+11.5% | $81,844-20.6% | $80,935-19.7% |
| Participation rate | 55.2% | 63.5%-8.3pp | 72.4%-17.2pp | 67.7%-12.5pp |
| Annual return | 20.92% | 41.82%-20.9pp | 778.87%-758.0pp | 35.66%-14.7pp |
| Employer contribution / active EE | $2,371 | $2,346+1.1% | $2,916-18.7% | $2,757-14.0% |
| Participant deferral / active EE | $5,076 | $3,285+54.5% | $4,323+17.4% | $4,299+18.1% |
| Admin fee / account holder | $3,997 | $4,749-15.8% | $7,355-45.7% | $6,924-42.3% |