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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 | $51,638+15.6% | $68,368-12.7% | $82,448-27.6% |
| Participation rate | 61.8% | 63.6%-1.8pp | 73.8%-11.9pp | 68.1%-6.2pp |
| Annual return | 20.84% | 37.53%-16.7pp | 292.57%-271.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $2,365 | $2,047+15.6% | $2,649-10.7% | $2,551-7.3% |
| Participant deferral / active EE | $6,139 | $2,914+110.7% | $4,123+48.9% | $4,139+48.3% |
| Admin fee / account holder | $5,378 | $4,643+15.8% | $5,150+4.4% | $7,234-25.7% |