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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 | $80,674+44.7% | $119,126-2.0% | $64,340+81.4% |
| Participation rate | 67.9% | 55.2%+12.7pp | 75.8%-7.8pp | 55.2%+12.7pp |
| Annual return | 13.18% | 26.86%-13.7pp | 282.11%-268.9pp | 24.14%-11.0pp |
| Employer contribution / active EE | $2,428 | $2,564-5.3% | $4,034-39.8% | $1,862+30.4% |
| Participant deferral / active EE | $5,358 | $3,053+75.5% | $5,318+0.8% | $2,980+79.8% |
| Admin fee / account holder | $2,393 | $4,559-47.5% | $10,693-77.6% | $3,703-35.4% |