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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 | $71,493 | $63,703+12.2% | $93,063-23.2% | $82,448-13.3% |
| Participation rate | 61.3% | 63.8%-2.5pp | 72.1%-10.8pp | 68.1%-6.7pp |
| Annual return | 13.48% | -775.43%+788.9pp | 34.15%-20.7pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,820 | $1,729+5.3% | $2,476-26.5% | $2,551-28.7% |
| Participant deferral / active EE | $3,812 | $2,919+30.6% | $3,958-3.7% | $4,139-7.9% |
| Admin fee / account holder | $3,774 | $5,982-36.9% | $6,033-37.4% | $7,234-47.8% |