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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 | $56,999 | $58,258-2.2% | $81,820-30.3% | $80,925-29.6% |
| Participation rate | 63.4% | 63.5%-0.1pp | 72.4%-9.0pp | 67.7%-4.3pp |
| Annual return | 16.33% | 41.76%-25.4pp | 777.93%-761.6pp | 35.65%-19.3pp |
| Employer contribution / active EE | $2,434 | $2,345+3.8% | $2,915-16.5% | $2,756-11.7% |
| Participant deferral / active EE | $6,982 | $3,284+112.6% | $4,323+61.5% | $4,299+62.4% |
| Admin fee / account holder | $2,498 | $4,976-49.8% | $7,391-66.2% | $6,940-64.0% |