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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 | $59,893 | $70,430-15.0% | $96,572-38.0% | $85,851-30.2% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.2pp | 69.3%-2.7pp |
| Annual return | 12.97% | 18.58%-5.6pp | 37.79%-24.8pp | 318.63%-305.7pp |
| Employer contribution / active EE | $2,284 | $1,413+61.6% | $2,357-3.1% | $2,565-11.0% |
| Participant deferral / active EE | $4,820 | $2,894+66.5% | $3,850+25.2% | $3,952+22.0% |
| Admin fee / account holder | $4,267 | $4,996-14.6% | $6,183-31.0% | $6,261-31.9% |