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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 | $129,606 | $55,457+133.7% | $77,361+67.5% | $94,015+37.9% |
| Participation rate | 67.5% | 69.8%-2.4pp | 75.0%-7.5pp | 70.8%-3.4pp |
| Annual return | 10.37% | 15.57%-5.2pp | 1011.54%-1001.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $8,791 | $2,255+289.9% | $2,990+194.0% | $2,790+215.1% |
| Participant deferral / active EE | $3,147 | $3,069+2.5% | $3,911-19.5% | $4,249-26.0% |
| Admin fee / account holder | $14,990 | $4,334+245.9% | $5,894+154.3% | $8,951+67.5% |