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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 | $58,275+19.5% | $81,844-14.9% | $80,935-14.0% |
| Participation rate | 61.5% | 63.5%-1.9pp | 72.4%-10.8pp | 67.7%-6.1pp |
| Annual return | 15.53% | 41.82%-26.3pp | 778.87%-763.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,026 | $2,346-56.2% | $2,916-64.8% | $2,757-62.8% |
| Participant deferral / active EE | $3,463 | $3,285+5.4% | $4,323-19.9% | $4,299-19.5% |
| Admin fee / account holder | $1,700 | $4,749-64.2% | $7,355-76.9% | $6,924-75.4% |