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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 | $60,421 | $51,638+17.0% | $68,368-11.6% | $82,448-26.7% |
| Participation rate | 54.3% | 63.6%-9.3pp | 73.8%-19.5pp | 68.1%-13.8pp |
| Annual return | 20.93% | 37.53%-16.6pp | 292.57%-271.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $886 | $2,047-56.7% | $2,649-66.6% | $2,551-65.3% |
| Participant deferral / active EE | $4,229 | $2,914+45.1% | $4,123+2.6% | $4,139+2.2% |
| Admin fee / account holder | $6,198 | $4,643+33.5% | $5,150+20.3% | $7,234-14.3% |