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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 | $79,888 | $58,234+37.2% | $81,783-2.3% | $80,874-1.2% |
| Participation rate | 62.3% | 63.4%-1.2pp | 72.4%-10.1pp | 67.6%-5.4pp |
| Annual return | 11.08% | 41.70%-30.6pp | 775.05%-764.0pp | 35.62%-24.5pp |
| Employer contribution / active EE | $4,662 | $2,341+99.1% | $2,913+60.1% | $2,756+69.2% |
| Participant deferral / active EE | $1,097 | $3,283-66.6% | $4,320-74.6% | $4,297-74.5% |
| Admin fee / account holder | $11,438 | $4,982+129.6% | $7,380+55.0% | $6,935+64.9% |