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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 | $81,666 | $51,638+58.2% | $68,368+19.5% | $82,448-0.9% |
| Participation rate | 60.3% | 63.6%-3.3pp | 73.8%-13.5pp | 68.1%-7.8pp |
| Annual return | 39.11% | 37.53%+1.6pp | 292.57%-253.5pp | 41.64%-2.5pp |
| Employer contribution / active EE | $4,934 | $2,047+141.1% | $2,649+86.3% | $2,551+93.4% |
| Participant deferral / active EE | $6,089 | $2,914+109.0% | $4,123+47.7% | $4,139+47.1% |
| Admin fee / account holder | $4,633 | $4,643-0.2% | $5,150-10.0% | $7,234-36.0% |