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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 | $66,452 | $78,423-15.3% | $95,964-30.8% | $79,856-16.8% |
| Participation rate | 67.4% | 73.5%-6.1pp | 77.1%-9.7pp | 69.6%-2.2pp |
| Annual return | 28.08% | 19.37%+8.7pp | 91.64%-63.6pp | 31.71%-3.6pp |
| Employer contribution / active EE | $4,130 | $1,945+112.3% | $2,541+62.5% | $2,471+67.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $937 | $5,622-83.3% | $6,797-86.2% | $5,306-82.3% |