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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 | $61,474 | $57,352+7.2% | $83,830-26.7% | $64,173-4.2% |
| Participation rate | 67.2% | 68.6%-1.4pp | 76.1%-8.9pp | 69.6%-2.4pp |
| Annual return | -5.31% | 11.38%-16.7pp | 850.97%-856.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,279 | $2,546+28.8% | $3,631-9.7% | $2,381+37.7% |
| Participant deferral / active EE | $3,096 | $2,993+3.5% | $4,082-24.1% | $3,470-10.8% |
| Admin fee / account holder | $3,261 | $4,046-19.4% | $5,479-40.5% | $4,887-33.3% |