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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 | $56,381 | $52,353+7.7% | $120,225-53.1% | $82,448-31.6% |
| Participation rate | 69.1% | 58.3%+10.8pp | 69.6%-0.5pp | 68.1%+1.0pp |
| Annual return | 17.19% | 61.85%-44.7pp | 439.23%-422.0pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,750 | $1,510+15.9% | $3,475-49.6% | $2,551-31.4% |
| Participant deferral / active EE | $2,168 | $2,627-17.5% | $3,999-45.8% | $4,139-47.6% |
| Admin fee / account holder | $2,916 | $4,363-33.2% | $5,696-48.8% | $7,234-59.7% |