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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 | $81,918 | $62,549+31.0% | $85,705-4.4% | $85,851-4.6% |
| Participation rate | 57.6% | 61.1%-3.6pp | 69.9%-12.3pp | 69.3%-11.7pp |
| Annual return | 11.37% | 23.77%-12.4pp | 21.49%-10.1pp | 318.63%-307.3pp |
| Employer contribution / active EE | $2,598 | $1,755+48.0% | $2,619-0.8% | $2,565+1.3% |
| Participant deferral / active EE | $4,675 | $2,802+66.8% | $3,924+19.1% | $3,952+18.3% |
| Admin fee / account holder | $9,277 | $4,644+99.8% | $6,877+34.9% | $6,261+48.2% |