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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 | $101,244 | $48,011+110.9% | $63,803+58.7% | $82,637+22.5% |
| Participation rate | 58.7% | 66.6%-7.8pp | 72.7%-14.0pp | 68.1%-9.3pp |
| Annual return | 12.57% | 19.84%-7.3pp | 543.72%-531.2pp | 53.51%-40.9pp |
| Employer contribution / active EE | $2,621 | $1,904+37.7% | $2,532+3.5% | $2,552+2.7% |
| Participant deferral / active EE | $4,425 | $2,846+55.5% | $3,843+15.1% | $4,126+7.2% |
| Admin fee / account holder | $8,007 | $3,873+106.7% | $5,196+54.1% | $7,339+9.1% |