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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 | $58,311+37.0% | $81,882-2.4% | $80,959-1.3% |
| Participation rate | 62.3% | 63.5%-1.2pp | 72.4%-10.1pp | 67.7%-5.4pp |
| Annual return | 11.08% | 41.85%-30.8pp | 779.47%-768.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $4,662 | $2,347+98.7% | $2,916+59.9% | $2,757+69.1% |
| Participant deferral / active EE | $1,097 | $3,287-66.6% | $4,323-74.6% | $4,300-74.5% |
| Admin fee / account holder | $11,438 | $4,752+140.7% | $7,360+55.4% | $6,925+65.2% |