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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 | $64,352 | $48,011+34.0% | $63,803+0.9% | $82,637-22.1% |
| Participation rate | 67.9% | 66.6%+1.3pp | 72.7%-4.8pp | 68.1%-0.2pp |
| Annual return | 17.76% | 19.84%-2.1pp | 543.72%-526.0pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,567 | $1,904-17.7% | $2,532-38.1% | $2,552-38.6% |
| Participant deferral / active EE | $6,148 | $2,846+116.0% | $3,843+60.0% | $4,126+49.0% |
| Admin fee / account holder | $12,883 | $3,873+232.6% | $5,196+147.9% | $7,339+75.5% |