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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 | $87,421 | $201,259-56.6% | $184,200-52.5% | $145,959-40.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 12.75% | 28.98%-16.2pp | 28.80%-16.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $12,231 | $7,018+74.3% | $6,424+90.4% | $4,661+162.4% |
| Participant deferral / active EE | $4,600 | $9,806-53.1% | $9,132-49.6% | $6,689-31.2% |
| Admin fee / account holder | $3,420 | $16,372-79.1% | $13,907-75.4% | $13,398-74.5% |