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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 | $68,885 | $51,638+33.4% | $68,368+0.8% | $82,448-16.5% |
| Participation rate | 65.4% | 63.6%+1.8pp | 73.8%-8.4pp | 68.1%-2.7pp |
| Annual return | 16.13% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,641 | $2,047-19.8% | $2,649-38.0% | $2,551-35.7% |
| Participant deferral / active EE | $1,791 | $2,914-38.5% | $4,123-56.6% | $4,139-56.7% |
| Admin fee / account holder | $1,683 | $4,643-63.7% | $5,150-67.3% | $7,234-76.7% |