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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 | $71,284 | $54,679+30.4% | $76,119-6.4% | $74,459-4.3% |
| Participation rate | 57.9% | 60.3%-2.5pp | 69.1%-11.2pp | 67.2%-9.4pp |
| Annual return | 15.76% | 31.90%-16.1pp | 361.25%-345.5pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $2,283 | $1,781+28.2% | $2,693-15.2% | $2,626-13.0% |
| Participant deferral / active EE | $4,486 | $3,072+46.0% | $4,259+5.3% | $4,350+3.1% |
| Admin fee / account holder | $4,068 | $2,238+81.7% | $6,421-36.7% | $1,945+109.2% |