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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 | $71,328 | $67,823+5.2% | $52,425+36.1% | $137,256-48.0% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 17.61% | 219.11%-201.5pp | 302.12%-284.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,561 | $1,163+34.2% | $914+70.7% | $4,156-62.4% |
| Participant deferral / active EE | $6,460 | $2,288+182.4% | $1,790+260.8% | $6,407+0.8% |
| Admin fee / account holder | $3,111 | $2,844+9.4% | $2,495+24.7% | $12,270-74.6% |