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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 | $239,571-69.0% | $183,328-59.4% | $137,256-45.8% |
| Participation rate | 28.6% | 82.4%-53.8pp | 77.3%-48.8pp | 80.0%-51.4pp |
| Annual return | 14.25% | 35.69%-21.4pp | 29.67%-15.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $6,654 | $6,148+8.2% | $5,055+31.6% | $4,156+60.1% |
| Participant deferral / active EE | $10,123 | $7,995+26.6% | $6,795+49.0% | $6,407+58.0% |
| Admin fee / account holder | $78,095 | $30,059+159.8% | $21,427+264.5% | $12,270+536.5% |