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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 | $126,232 | $93,589+34.9% | $135,942-7.1% | $75,181+67.9% |
| Participation rate | 51.4% | 75.2%-23.8pp | 81.9%-30.5pp | 67.2%-15.8pp |
| Annual return | 21.93% | 30.90%-9.0pp | 68.28%-46.3pp | 160.69%-138.8pp |
| Employer contribution / active EE | $3,963 | $3,537+12.0% | $4,858-18.4% | $2,671+48.4% |
| Participant deferral / active EE | $9,373 | $6,405+46.3% | $7,759+20.8% | $4,126+127.2% |
| Admin fee / account holder | $13,383 | $6,977+91.8% | $10,764+24.3% | $5,650+136.9% |