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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 | $65,770 | $54,357+21.0% | $82,706-20.5% | $68,495-4.0% |
| Participation rate | 67.5% | 63.9%+3.6pp | 72.6%-5.1pp | 67.9%-0.4pp |
| Annual return | -17.84% | -13.67%-4.2pp | 701.76%-719.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,676 | $2,218+110.8% | $3,007+55.5% | $2,596+80.1% |
| Participant deferral / active EE | $6,635 | $3,246+104.4% | $4,394+51.0% | $4,028+64.7% |
| Admin fee / account holder | $8,285 | $4,396+88.5% | $5,329+55.5% | $5,403+53.3% |