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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 | $59,673 | $49,976+19.4% | $66,674-10.5% | $82,637-27.8% |
| Participation rate | 61.8% | 63.1%-1.3pp | 73.7%-11.9pp | 68.1%-6.2pp |
| Annual return | 20.84% | 39.09%-18.3pp | 321.24%-300.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $2,365 | $1,988+19.0% | $2,620-9.7% | $2,552-7.3% |
| Participant deferral / active EE | $6,139 | $2,847+115.7% | $4,084+50.3% | $4,126+48.8% |
| Admin fee / account holder | $5,378 | $4,594+17.1% | $5,098+5.5% | $7,339-26.7% |