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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 | $71,721 | $61,815+16.0% | $97,295-26.3% | $80,959-11.4% |
| Participation rate | 51.7% | 63.5%-11.8pp | 72.7%-21.0pp | 67.7%-16.0pp |
| Annual return | 16.71% | -558.73%+575.4pp | 75.62%-58.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,614 | $1,836+42.3% | $2,723-4.0% | $2,757-5.2% |
| Participant deferral / active EE | $4,186 | $3,027+38.3% | $4,264-1.8% | $4,300-2.7% |
| Admin fee / account holder | $5,113 | $5,166-1.0% | $5,646-9.4% | $6,925-26.2% |