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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 | $138,228 | $86,940+59.0% | $102,434+34.9% | $80,935+70.8% |
| Participation rate | 64.8% | 72.4%-7.6pp | 76.5%-11.7pp | 67.7%-2.8pp |
| Annual return | 55.96% | 18.89%+37.1pp | 29.46%+26.5pp | 35.66%+20.3pp |
| Employer contribution / active EE | $2,078 | $2,370-12.3% | $3,023-31.3% | $2,757-24.6% |
| Participant deferral / active EE | $7,085 | $4,121+71.9% | $5,055+40.2% | $4,299+64.8% |
| Admin fee / account holder | $16,166 | $8,047+100.9% | $9,462+70.9% | $6,924+133.5% |