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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 | $55,312 | $65,390-15.4% | $169,385-67.3% | $71,495-22.6% |
| Participation rate | 58.7% | 67.0%-8.2pp | 77.2%-18.4pp | 67.9%-9.2pp |
| Annual return | 22.28% | 21.31%+1.0pp | 405.82%-383.5pp | 28.85%-6.6pp |
| Employer contribution / active EE | $2,199 | $2,079+5.8% | $4,012-45.2% | $2,589-15.1% |
| Participant deferral / active EE | $4,249 | $4,367-2.7% | $6,221-31.7% | $4,291-1.0% |
| Admin fee / account holder | $3,681 | $1,324+177.9% | $9,011-59.2% | $1,588+131.8% |