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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 | $57,019 | $48,337+18.0% | $67,560-15.6% | $80,959-29.6% |
| Participation rate | 60.6% | 66.4%-5.8pp | 72.9%-12.3pp | 67.7%-7.0pp |
| Annual return | 14.88% | 18.26%-3.4pp | 3533.50%-3518.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,860 | $2,023+41.4% | $2,737+4.5% | $2,757+3.7% |
| Participant deferral / active EE | $6,656 | $2,928+127.3% | $4,004+66.2% | $4,300+54.8% |
| Admin fee / account holder | $4,993 | $3,695+35.1% | $3,994+25.0% | $6,925-27.9% |