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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 | $169,916 | $79,209+114.5% | $102,434+65.9% | $74,459+128.2% |
| Participation rate | 57.3% | 74.8%-17.5pp | 76.5%-19.2pp | 67.2%-10.0pp |
| Annual return | 13.14% | 54.98%-41.8pp | 29.46%-16.3pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $2,123 | $2,362-10.1% | $3,023-29.8% | $2,626-19.1% |
| Participant deferral / active EE | $5,391 | $4,417+22.0% | $5,055+6.7% | $4,350+23.9% |
| Admin fee / account holder | $5,521 | $2,002+175.8% | $9,462-41.7% | $1,945+183.9% |