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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 | $132,816 | $71,197+86.5% | $93,669+41.8% | $80,925+64.1% |
| Participation rate | 55.6% | 60.4%-4.8pp | 68.7%-13.2pp | 67.7%-12.1pp |
| Annual return | 11.39% | 11.27%+0.1pp | 133.59%-122.2pp | 35.65%-24.3pp |
| Employer contribution / active EE | $2,851 | $1,565+82.2% | $2,424+17.6% | $2,756+3.4% |
| Participant deferral / active EE | $4,615 | $4,036+14.4% | $4,416+4.5% | $4,299+7.4% |
| Admin fee / account holder | $11,794 | $6,959+69.5% | $8,291+42.2% | $6,940+69.9% |