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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 | $48,076 | $39,162+22.8% | $100,671-52.2% | $59,633-19.4% |
| Participation rate | 60.9% | 55.9%+5.0pp | 70.7%-9.8pp | 68.7%-7.8pp |
| Annual return | -1.40% | 21.07%-22.5pp | 20.43%-21.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $4,351 | $1,151+278.1% | $4,012+8.4% | $2,203+97.5% |
| Participant deferral / active EE | $7,465 | $1,992+274.8% | $3,144+137.5% | $3,192+133.9% |
| Admin fee / account holder | $11,065 | $2,969+272.6% | $4,850+128.2% | $4,297+157.5% |