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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 | $70,089 | $51,638+35.7% | $68,368+2.5% | $82,448-15.0% |
| Participation rate | 44.2% | 63.6%-19.4pp | 73.8%-29.6pp | 68.1%-23.9pp |
| Annual return | 15.08% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,837 | $2,047+38.6% | $2,649+7.1% | $2,551+11.2% |
| Participant deferral / active EE | $5,512 | $2,914+89.2% | $4,123+33.7% | $4,139+33.2% |
| Admin fee / account holder | $3,552 | $4,643-23.5% | $5,150-31.0% | $7,234-50.9% |