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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 | $53,804 | $58,311-7.7% | $81,882-34.3% | $80,959-33.5% |
| Participation rate | 61.7% | 63.5%-1.8pp | 72.4%-10.7pp | 67.7%-6.0pp |
| Annual return | 12.25% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,719 | $2,347+15.9% | $2,916-6.7% | $2,757-1.4% |
| Participant deferral / active EE | $2,896 | $3,287-11.9% | $4,323-33.0% | $4,300-32.7% |
| Admin fee / account holder | $19,082 | $4,752+301.6% | $7,360+159.3% | $6,925+175.5% |