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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 | $52,847 | $46,534+13.6% | $64,097-17.6% | $75,177-29.7% |
| Participation rate | 63.3% | 65.9%-2.6pp | 72.3%-9.0pp | 67.2%-3.9pp |
| Annual return | 20.59% | 26.07%-5.5pp | 33.75%-13.2pp | 160.75%-140.2pp |
| Employer contribution / active EE | $2,870 | $1,976+45.3% | $2,750+4.4% | $2,671+7.5% |
| Participant deferral / active EE | $3,927 | $2,835+38.5% | $3,881+1.2% | $4,126-4.8% |
| Admin fee / account holder | $5,181 | $2,957+75.2% | $3,070+68.8% | $5,651-8.3% |