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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 | $83,843+39.2% | $123,973-5.9% | $65,306+78.7% |
| Participation rate | 67.9% | 56.0%+12.0pp | 76.7%-8.7pp | 57.7%+10.3pp |
| Annual return | 13.18% | 19.87%-6.7pp | 388.13%-374.9pp | 21.94%-8.8pp |
| Employer contribution / active EE | $2,428 | $2,873-15.5% | $4,126-41.2% | $1,967+23.4% |
| Participant deferral / active EE | $5,358 | $2,997+78.8% | $5,247+2.1% | $2,959+81.1% |
| Admin fee / account holder | $2,393 | $4,735-49.5% | $11,799-79.7% | $3,480-31.2% |