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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 | $47,479+35.5% | $62,929+2.3% | $82,448-21.9% |
| Participation rate | 67.9% | 66.9%+1.0pp | 73.1%-5.3pp | 68.1%-0.2pp |
| Annual return | 17.76% | 20.34%-2.6pp | 1063.93%-1046.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,567 | $1,885-16.9% | $2,505-37.4% | $2,551-38.6% |
| Participant deferral / active EE | $6,148 | $2,870+114.2% | $3,888+58.1% | $4,139+48.5% |
| Admin fee / account holder | $12,883 | $3,804+238.7% | $5,065+154.4% | $7,234+78.1% |