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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 | $67,744 | $69,252-2.2% | $64,099+5.7% | $139,456-51.4% |
| Participation rate | 63.6% | 75.6%-12.0pp | 72.3%-8.7pp | 80.3%-16.7pp |
| Annual return | 12.49% | 45.89%-33.4pp | 33.70%-21.2pp | 373.45%-361.0pp |
| Employer contribution / active EE | $3,298 | $3,184+3.6% | $2,748+20.0% | $4,753-30.6% |
| Participant deferral / active EE | $2,019 | $4,683-56.9% | $3,881-48.0% | $6,711-69.9% |
| Admin fee / account holder | $5,373 | $4,248+26.5% | $3,070+75.0% | $11,407-52.9% |