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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 | $55,441 | $102,429-45.9% | $147,096-62.3% | $80,925-31.5% |
| Participation rate | 68.1% | 75.9%-7.8pp | 82.2%-14.1pp | 67.7%+0.4pp |
| Annual return | 22.74% | 135.02%-112.3pp | 419.75%-397.0pp | 35.65%-12.9pp |
| Employer contribution / active EE | $2,987 | $3,716-19.6% | $4,936-39.5% | $2,756+8.4% |
| Participant deferral / active EE | $6,174 | $6,649-7.1% | $8,071-23.5% | $4,299+43.6% |
| Admin fee / account holder | $5,748 | $7,957-27.8% | $13,005-55.8% | $6,940-17.2% |