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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 | $69,628 | $58,234+19.6% | $81,783-14.9% | $80,874-13.9% |
| Participation rate | 61.5% | 63.4%-1.9pp | 72.4%-10.8pp | 67.6%-6.1pp |
| Annual return | 15.53% | 41.70%-26.2pp | 775.05%-759.5pp | 35.62%-20.1pp |
| Employer contribution / active EE | $1,026 | $2,341-56.2% | $2,913-64.8% | $2,756-62.8% |
| Participant deferral / active EE | $3,463 | $3,283+5.5% | $4,320-19.9% | $4,297-19.4% |
| Admin fee / account holder | $1,700 | $4,982-65.9% | $7,380-77.0% | $6,935-75.5% |