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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 | $116,707 | $83,369+40.0% | $105,223+10.9% | $67,986+71.7% |
| Participation rate | 67.9% | 56.3%+11.6pp | 75.0%-7.1pp | 57.2%+10.7pp |
| Annual return | 13.18% | 24.64%-11.5pp | 180.65%-167.5pp | 31.67%-18.5pp |
| Employer contribution / active EE | $2,428 | $2,541-4.5% | $3,689-34.2% | $2,019+20.3% |
| Participant deferral / active EE | $5,358 | $3,295+62.6% | $5,072+5.6% | $3,358+59.6% |
| Admin fee / account holder | $2,393 | $4,073-41.2% | $8,859-73.0% | $3,203-25.3% |