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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 | $74,370 | $65,423+13.7% | $98,477-24.5% | $85,856-13.4% |
| Participation rate | 62.1% | 65.0%-2.9pp | 73.3%-11.3pp | 69.3%-7.2pp |
| Annual return | 19.13% | 21.76%-2.6pp | 1493.59%-1474.5pp | 318.58%-299.5pp |
| Employer contribution / active EE | $1,890 | $2,168-12.8% | $2,961-36.2% | $2,565-26.3% |
| Participant deferral / active EE | $2,721 | $3,167-14.1% | $4,276-36.4% | $3,952-31.1% |
| Admin fee / account holder | $2,002 | $4,594-56.4% | $5,951-66.4% | $6,261-68.0% |