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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 | $50,554+34.0% | $67,681+0.1% | $87,485-22.6% |
| Participation rate | 61.5% | 67.7%-6.2pp | 73.7%-12.2pp | 68.9%-7.4pp |
| Annual return | 15.09% | 17.81%-2.7pp | 590.58%-575.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $2,034 | $1,988+2.3% | $2,678-24.0% | $2,596-21.6% |
| Participant deferral / active EE | $2,474 | $2,961-16.4% | $3,976-37.8% | $4,274-42.1% |
| Admin fee / account holder | $423 | $4,132-89.8% | $6,100-93.1% | $7,775-94.6% |