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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 | $78,862 | $88,117-10.5% | $164,928-52.2% | $74,400+6.0% |
| Participation rate | 58.8% | 73.1%-14.3pp | 78.6%-19.8pp | 67.2%-8.4pp |
| Annual return | 16.61% | 17.27%-0.7pp | 70.08%-53.5pp | 1367.51%-1350.9pp |
| Employer contribution / active EE | $2,550 | $2,596-1.8% | $4,343-41.3% | $2,624-2.8% |
| Participant deferral / active EE | $4,377 | $4,501-2.8% | $6,034-27.5% | $4,348+0.7% |
| Admin fee / account holder | $2,205 | $2,230-1.1% | $12,684-82.6% | $1,944+13.5% |