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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 | $79,492 | $60,119+32.2% | $90,430-12.1% | $79,858-0.5% |
| Participation rate | 62.3% | 65.0%-2.7pp | 72.7%-10.4pp | 69.6%-7.3pp |
| Annual return | 11.12% | 71.94%-60.8pp | 1293.73%-1282.6pp | 31.72%-20.6pp |
| Employer contribution / active EE | $5,686 | $2,068+175.0% | $3,262+74.3% | $2,471+130.1% |
| Participant deferral / active EE | $2,135 | $2,938-27.3% | $3,963-46.1% | $3,740-42.9% |
| Admin fee / account holder | $4,083 | $3,976+2.7% | $5,613-27.3% | $5,306-23.1% |