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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 | $74,372 | $251,004-70.4% | $191,597-61.2% | $138,895-46.5% |
| Participation rate | 28.6% | 82.4%-53.8pp | 76.9%-48.4pp | 79.9%-51.3pp |
| Annual return | 14.25% | 31.05%-16.8pp | 27.07%-12.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $6,654 | $6,226+6.9% | $5,025+32.4% | $4,194+58.6% |
| Participant deferral / active EE | $10,123 | $8,154+24.2% | $6,850+47.8% | $6,396+58.3% |
| Admin fee / account holder | $78,095 | $31,471+148.1% | $22,799+242.5% | $12,562+521.7% |