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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 | $59,677 | $58,311+2.3% | $81,882-27.1% | $80,959-26.3% |
| Participation rate | 65.1% | 63.5%+1.6pp | 72.4%-7.3pp | 67.7%-2.6pp |
| Annual return | 10.89% | 41.85%-31.0pp | 779.47%-768.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,256 | $2,347-3.8% | $2,916-22.6% | $2,757-18.2% |
| Participant deferral / active EE | $5,340 | $3,287+62.5% | $4,323+23.5% | $4,300+24.2% |
| Admin fee / account holder | $9,164 | $4,752+92.9% | $7,360+24.5% | $6,925+32.3% |