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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 | $56,564 | $51,606+9.6% | $129,339-56.3% | $80,911-30.1% |
| Participation rate | 61.5% | 57.0%+4.6pp | 69.6%-8.1pp | 67.6%-6.1pp |
| Annual return | 14.20% | 20.76%-6.6pp | 9437.05%-9422.8pp | 35.63%-21.4pp |
| Employer contribution / active EE | $2,144 | $1,582+35.5% | $4,154-48.4% | $2,756-22.2% |
| Participant deferral / active EE | $6,409 | $2,669+140.2% | $4,170+53.7% | $4,297+49.1% |
| Admin fee / account holder | $3,157 | $4,310-26.8% | $7,668-58.8% | $6,935-54.5% |