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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 | $77,032 | $49,891+54.4% | $80,607-4.4% | $75,181+2.5% |
| Participation rate | 51.6% | 55.3%-3.7pp | 67.0%-15.4pp | 67.2%-15.6pp |
| Annual return | 17.96% | 34.67%-16.7pp | 936.11%-918.1pp | 160.69%-142.7pp |
| Employer contribution / active EE | $1,864 | $1,698+9.8% | $2,724-31.6% | $2,671-30.2% |
| Participant deferral / active EE | $4,519 | $2,991+51.1% | $4,448+1.6% | $4,126+9.5% |
| Admin fee / account holder | $4,158 | $3,578+16.2% | $5,379-22.7% | $5,650-26.4% |