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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 | $81,670 | $59,123+38.1% | $77,183+5.8% | $75,181+8.6% |
| Participation rate | 62.8% | 63.9%-1.0pp | 69.6%-6.8pp | 67.2%-4.4pp |
| Annual return | 14.96% | 26.72%-11.8pp | 37.89%-22.9pp | 160.69%-145.7pp |
| Employer contribution / active EE | $3,420 | $1,996+71.4% | $2,534+35.0% | $2,671+28.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,340 | $4,776+53.7% | $5,475+34.1% | $5,650+29.9% |