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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 | $69,145 | $56,134+23.2% | $96,192-28.1% | $85,851-19.5% |
| Participation rate | 67.2% | 56.7%+10.5pp | 68.4%-1.3pp | 69.3%-2.1pp |
| Annual return | 13.61% | 42.30%-28.7pp | 192.09%-178.5pp | 318.63%-305.0pp |
| Employer contribution / active EE | $1,199 | $1,620-26.0% | $2,799-57.2% | $2,565-53.2% |
| Participant deferral / active EE | $3,972 | $2,858+39.0% | $4,351-8.7% | $3,952+0.5% |
| Admin fee / account holder | $2,334 | $3,769-38.1% | $5,539-57.9% | $6,261-62.7% |