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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 | $61,054 | $49,976+22.2% | $66,674-8.4% | $82,637-26.1% |
| Participation rate | 55.3% | 63.1%-7.8pp | 73.7%-18.4pp | 68.1%-12.8pp |
| Annual return | 20.60% | 39.09%-18.5pp | 321.24%-300.6pp | 53.51%-32.9pp |
| Employer contribution / active EE | $2,315 | $1,988+16.5% | $2,620-11.6% | $2,552-9.3% |
| Participant deferral / active EE | $4,654 | $2,847+63.5% | $4,084+13.9% | $4,126+12.8% |
| Admin fee / account holder | $7,820 | $4,594+70.2% | $5,098+53.4% | $7,339+6.6% |