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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 | $123,105 | $45,041+173.3% | $63,003+95.4% | $70,131+75.5% |
| Participation rate | 56.2% | 69.5%-13.4pp | 74.8%-18.6pp | 69.5%-13.4pp |
| Annual return | 16.20% | 18.76%-2.6pp | 87.59%-71.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,171 | $2,052+54.5% | $2,760+14.9% | $2,342+35.4% |
| Participant deferral / active EE | $4,239 | $2,465+71.9% | $3,329+27.3% | $3,332+27.2% |
| Admin fee / account holder | $4,852 | $2,836+71.1% | $3,600+34.8% | $4,645+4.4% |