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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 | $104,651 | $47,479+120.4% | $62,929+66.3% | $82,448+26.9% |
| Participation rate | 69.2% | 66.9%+2.4pp | 73.1%-3.9pp | 68.1%+1.2pp |
| Annual return | 12.84% | 20.34%-7.5pp | 1063.93%-1051.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $4,028 | $1,885+113.6% | $2,505+60.8% | $2,551+57.9% |
| Participant deferral / active EE | $2,910 | $2,870+1.4% | $3,888-25.2% | $4,139-29.7% |
| Admin fee / account holder | $10,265 | $3,804+169.9% | $5,065+102.7% | $7,234+41.9% |