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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 | $74,081 | $49,976+48.2% | $66,674+11.1% | $82,637-10.4% |
| Participation rate | 64.7% | 63.1%+1.6pp | 73.7%-9.0pp | 68.1%-3.3pp |
| Annual return | 16.29% | 39.09%-22.8pp | 321.24%-304.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,941 | $1,988+47.9% | $2,620+12.3% | $2,552+15.2% |
| Participant deferral / active EE | $1,136 | $2,847-60.1% | $4,084-72.2% | $4,126-72.5% |
| Admin fee / account holder | $1,881 | $4,594-59.0% | $5,098-63.1% | $7,339-74.4% |