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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 | $74,043 | $65,961+12.3% | $180,320-58.9% | $94,015-21.2% |
| Participation rate | 59.3% | 61.3%-2.0pp | 71.5%-12.3pp | 70.8%-11.6pp |
| Annual return | 12.68% | 14.27%-1.6pp | 778.54%-765.9pp | 17.84%-5.2pp |
| Employer contribution / active EE | $1,933 | $1,737+11.3% | $4,108-52.9% | $2,790-30.7% |
| Participant deferral / active EE | $5,540 | $3,003+84.5% | $4,304+28.7% | $4,249+30.4% |
| Admin fee / account holder | $4,402 | $4,901-10.2% | $10,000-56.0% | $8,951-50.8% |