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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 | $67,304 | $58,311+15.4% | $81,882-17.8% | $80,959-16.9% |
| Participation rate | 67.9% | 63.5%+4.4pp | 72.4%-4.5pp | 67.7%+0.2pp |
| Annual return | 15.56% | 41.85%-26.3pp | 779.47%-763.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,732 | $2,347+59.0% | $2,916+28.0% | $2,757+35.4% |
| Participant deferral / active EE | $5,938 | $3,287+80.7% | $4,323+37.4% | $4,300+38.1% |
| Admin fee / account holder | $1,288 | $4,752-72.9% | $7,360-82.5% | $6,925-81.4% |