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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 | $104,739 | $48,337+116.7% | $67,560+55.0% | $80,959+29.4% |
| Participation rate | 65.1% | 66.4%-1.3pp | 72.9%-7.8pp | 67.7%-2.6pp |
| Annual return | 11.29% | 18.26%-7.0pp | 3533.50%-3522.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,979 | $2,023+96.7% | $2,737+45.4% | $2,757+44.3% |
| Participant deferral / active EE | $7,002 | $2,928+139.1% | $4,004+74.9% | $4,300+62.8% |
| Admin fee / account holder | $5,093 | $3,695+37.8% | $3,994+27.5% | $6,925-26.5% |