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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 | $102,385-45.9% | $147,080-62.3% | $80,935-31.5% |
| Participation rate | 68.1% | 75.9%-7.8pp | 82.2%-14.1pp | 67.7%+0.4pp |
| Annual return | 22.74% | 135.09%-112.4pp | 420.17%-397.4pp | 35.66%-12.9pp |
| Employer contribution / active EE | $2,987 | $3,717-19.6% | $4,933-39.4% | $2,757+8.4% |
| Participant deferral / active EE | $6,174 | $6,651-7.2% | $8,066-23.5% | $4,299+43.6% |
| Admin fee / account holder | $5,748 | $7,951-27.7% | $12,989-55.7% | $6,924-17.0% |