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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 | $50,662 | $98,240-48.4% | $82,312-38.5% | $147,586-65.7% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.3pp | 82.8%-19.2pp |
| Annual return | 69.30% | 30.85%+38.4pp | 25.88%+43.4pp | 578.59%-509.3pp |
| Employer contribution / active EE | $3,468 | $3,192+8.7% | $2,428+42.8% | $4,876-28.9% |
| Participant deferral / active EE | $8,710 | $4,383+98.7% | $3,706+135.0% | $5,439+60.1% |
| Admin fee / account holder | $5,409 | $8,563-36.8% | $5,608-3.5% | $10,886-50.3% |