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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 | $114,343 | $90,397+26.5% | $76,002+50.4% | $145,959-21.7% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | 11.70% | 621.97%-610.3pp | 360.07%-348.4pp | 561.95%-550.2pp |
| Employer contribution / active EE | $4,857 | $3,317+46.4% | $2,688+80.7% | $4,661+4.2% |
| Participant deferral / active EE | $11,182 | $5,163+116.6% | $4,257+162.7% | $6,689+67.2% |
| Admin fee / account holder | $1,099 | $8,369-86.9% | $6,414-82.9% | $13,398-91.8% |