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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 | $59,489 | $61,787-3.7% | $97,197-38.8% | $80,925-26.5% |
| Participation rate | 60.3% | 63.5%-3.2pp | 72.7%-12.4pp | 67.7%-7.4pp |
| Annual return | 13.70% | -558.16%+571.9pp | 75.47%-61.8pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,987 | $1,836+8.2% | $2,723-27.0% | $2,756-27.9% |
| Participant deferral / active EE | $3,993 | $3,027+31.9% | $4,263-6.3% | $4,299-7.1% |
| Admin fee / account holder | $22,604 | $5,170+337.2% | $5,637+301.0% | $6,940+225.7% |