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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 | $73,756 | $61,787+19.4% | $97,197-24.1% | $80,925-8.9% |
| Participation rate | 61.9% | 63.5%-1.6pp | 72.7%-10.8pp | 67.7%-5.8pp |
| Annual return | 14.87% | -558.16%+573.0pp | 75.47%-60.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,298 | $1,836+25.2% | $2,723-15.6% | $2,756-16.6% |
| Participant deferral / active EE | $4,137 | $3,027+36.6% | $4,263-3.0% | $4,299-3.8% |
| Admin fee / account holder | $11,844 | $5,170+129.1% | $5,637+110.1% | $6,940+70.7% |