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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 | $84,199 | $76,696+9.8% | $96,515-12.8% | $71,511+17.7% |
| Participation rate | 65.4% | 66.6%-1.2pp | 74.3%-9.0pp | 67.9%-2.5pp |
| Annual return | 0.00% | 48.32%-48.3pp | 35.73%-35.7pp | 28.86%-28.9pp |
| Employer contribution / active EE | $2,707 | $3,032-10.7% | $3,740-27.6% | $2,589+4.5% |
| Participant deferral / active EE | $6,442 | $3,770+70.9% | $4,880+32.0% | $4,291+50.2% |
| Admin fee / account holder | $6,129 | $2,030+201.9% | $6,735-9.0% | $1,588+285.8% |