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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 | $67,721 | $47,479+42.6% | $62,929+7.6% | $82,448-17.9% |
| Participation rate | 61.5% | 66.9%-5.3pp | 73.1%-11.6pp | 68.1%-6.5pp |
| Annual return | 15.09% | 20.34%-5.3pp | 1063.93%-1048.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,034 | $1,885+7.9% | $2,505-18.8% | $2,551-20.3% |
| Participant deferral / active EE | $2,474 | $2,870-13.8% | $3,888-36.4% | $4,139-40.2% |
| Admin fee / account holder | $423 | $3,804-88.9% | $5,065-91.6% | $7,234-94.2% |