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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 | $79,618 | $65,434+21.7% | $98,483-19.2% | $85,847-7.3% |
| Participation rate | 65.0% | 65.0%0pp | 73.3%-8.3pp | 69.3%-4.3pp |
| Annual return | 11.92% | 21.75%-9.8pp | 1494.38%-1482.5pp | 318.61%-306.7pp |
| Employer contribution / active EE | $1,595 | $2,169-26.5% | $2,961-46.1% | $2,565-37.8% |
| Participant deferral / active EE | $6,001 | $3,168+89.4% | $4,276+40.3% | $3,952+51.8% |
| Admin fee / account holder | $7,633 | $4,595+66.1% | $5,953+28.2% | $6,261+21.9% |