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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 | $118,126 | $65,566+80.2% | $86,235+37.0% | $75,177+57.1% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 18.55% | 46.07%-27.5pp | 1170.03%-1151.5pp | 160.75%-142.2pp |
| Employer contribution / active EE | $1,954 | $1,553+25.8% | $2,381-17.9% | $2,671-26.9% |
| Participant deferral / active EE | $3,623 | $3,023+19.8% | $3,987-9.1% | $4,126-12.2% |
| Admin fee / account holder | $10,801 | $5,470+97.5% | $6,856+57.5% | $5,651+91.1% |