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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 | $65,705 | $93,598-29.8% | $135,974-51.7% | $75,173-12.6% |
| Participation rate | 46.5% | 75.2%-28.7pp | 81.9%-35.4pp | 67.2%-20.7pp |
| Annual return | 66.83% | 30.89%+35.9pp | 68.30%-1.5pp | 160.72%-93.9pp |
| Employer contribution / active EE | $3,722 | $3,538+5.2% | $4,859-23.4% | $2,671+39.3% |
| Participant deferral / active EE | $5,135 | $6,405-19.8% | $7,760-33.8% | $4,126+24.4% |
| Admin fee / account holder | $5,295 | $6,978-24.1% | $10,767-50.8% | $5,651-6.3% |