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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 | $103,762 | $52,581+97.3% | $130,788-20.7% | $64,340+61.3% |
| Participation rate | 56.9% | 46.5%+10.3pp | 70.1%-13.2pp | 55.2%+1.6pp |
| Annual return | 17.17% | 20.39%-3.2pp | 386.44%-369.3pp | 24.14%-7.0pp |
| Employer contribution / active EE | $984 | $1,031-4.6% | $3,558-72.3% | $1,862-47.2% |
| Participant deferral / active EE | $3,409 | $2,200+54.9% | $4,137-17.6% | $2,980+14.4% |
| Admin fee / account holder | $3,285 | $4,583-28.3% | $6,673-50.8% | $3,703-11.3% |