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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 | $20,674 | $57,352-64.0% | $83,830-75.3% | $64,173-67.8% |
| Participation rate | 69.2% | 68.6%+0.6pp | 76.1%-6.9pp | 69.6%-0.3pp |
| Annual return | 5.66% | 11.38%-5.7pp | 850.97%-845.3pp | 7.63%-2.0pp |
| Employer contribution / active EE | $2,159 | $2,546-15.2% | $3,631-40.5% | $2,381-9.3% |
| Participant deferral / active EE | $4,727 | $2,993+57.9% | $4,082+15.8% | $3,470+36.2% |
| Admin fee / account holder | $11,382 | $4,046+181.3% | $5,479+107.8% | $4,887+132.9% |