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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 | $73,928 | $49,976+47.9% | $66,674+10.9% | $82,637-10.5% |
| Participation rate | 68.2% | 63.1%+5.1pp | 73.7%-5.5pp | 68.1%+0.1pp |
| Annual return | 14.74% | 39.09%-24.4pp | 321.24%-306.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $2,207 | $1,988+11.0% | $2,620-15.8% | $2,552-13.5% |
| Participant deferral / active EE | $3,582 | $2,847+25.8% | $4,084-12.3% | $4,126-13.2% |
| Admin fee / account holder | $2,262 | $4,594-50.8% | $5,098-55.6% | $7,339-69.2% |