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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 | $70,038 | $57,330+22.2% | $86,656-19.2% | $75,177-6.8% |
| Participation rate | 59.7% | 63.2%-3.5pp | 71.7%-12.0pp | 67.2%-7.5pp |
| Annual return | 19.49% | 2675.40%-2655.9pp | 593.09%-573.6pp | 160.75%-141.3pp |
| Employer contribution / active EE | $2,974 | $2,316+28.4% | $3,025-1.7% | $2,671+11.4% |
| Participant deferral / active EE | $3,044 | $3,320-8.3% | $4,439-31.4% | $4,126-26.2% |
| Admin fee / account holder | $11,894 | $4,115+189.1% | $5,619+111.7% | $5,651+110.5% |