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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 | $70,807 | $55,457+27.7% | $77,361-8.5% | $94,015-24.7% |
| Participation rate | 60.3% | 69.8%-9.5pp | 75.0%-14.7pp | 70.8%-10.5pp |
| Annual return | 15.45% | 15.57%-0.1pp | 1011.54%-996.1pp | 17.84%-2.4pp |
| Employer contribution / active EE | $1,339 | $2,255-40.6% | $2,990-55.2% | $2,790-52.0% |
| Participant deferral / active EE | $3,835 | $3,069+24.9% | $3,911-2.0% | $4,249-9.8% |
| Admin fee / account holder | $4,625 | $4,334+6.7% | $5,894-21.5% | $8,951-48.3% |