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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 | $110,844 | $88,186+25.7% | $165,071-32.9% | $74,459+48.9% |
| Participation rate | 61.8% | 73.1%-11.3pp | 78.6%-16.8pp | 67.2%-5.4pp |
| Annual return | 13.20% | 17.13%-3.9pp | 70.17%-57.0pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $2,190 | $2,600-15.8% | $4,347-49.6% | $2,626-16.6% |
| Participant deferral / active EE | $8,204 | $4,505+82.1% | $6,035+35.9% | $4,350+88.6% |
| Admin fee / account holder | $2,991 | $2,234+33.9% | $12,695-76.4% | $1,945+53.8% |