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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 | $55,457+22.1% | $77,361-12.5% | $94,015-28.0% |
| Participation rate | 61.5% | 69.8%-8.3pp | 75.0%-13.4pp | 70.8%-9.3pp |
| Annual return | 15.09% | 15.57%-0.5pp | 1011.54%-996.4pp | 17.84%-2.8pp |
| Employer contribution / active EE | $2,034 | $2,255-9.8% | $2,990-32.0% | $2,790-27.1% |
| Participant deferral / active EE | $2,474 | $3,069-19.4% | $3,911-36.7% | $4,249-41.8% |
| Admin fee / account holder | $423 | $4,334-90.2% | $5,894-92.8% | $8,951-95.3% |