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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 | $114,925 | $71,197+61.4% | $93,669+22.7% | $80,925+42.0% |
| Participation rate | 52.9% | 60.4%-7.5pp | 68.7%-15.8pp | 67.7%-14.7pp |
| Annual return | 17.52% | 11.27%+6.2pp | 133.59%-116.1pp | 35.65%-18.1pp |
| Employer contribution / active EE | $1,640 | $1,565+4.8% | $2,424-32.3% | $2,756-40.5% |
| Participant deferral / active EE | $6,097 | $4,036+51.1% | $4,416+38.1% | $4,299+41.8% |
| Admin fee / account holder | $32,021 | $6,959+360.1% | $8,291+286.2% | $6,940+361.4% |