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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 | $151,825 | $53,841+182.0% | $75,731+100.5% | $85,851+76.8% |
| Participation rate | 61.8% | 69.0%-7.3pp | 74.8%-13.1pp | 69.3%-7.6pp |
| Annual return | 30.59% | 24.54%+6.1pp | 104.65%-74.1pp | 318.63%-288.0pp |
| Employer contribution / active EE | $4,141 | $2,017+105.3% | $2,743+51.0% | $2,565+61.4% |
| Participant deferral / active EE | $3,891 | $2,895+34.4% | $3,820+1.9% | $3,952-1.6% |
| Admin fee / account holder | $2,807 | $3,340-16.0% | $3,620-22.5% | $6,261-55.2% |