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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 | $201,370-56.6% | $184,256-52.6% | $145,897-40.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 12.75% | 29.05%-16.3pp | 28.85%-16.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $12,231 | $7,024+74.1% | $6,427+90.3% | $4,663+162.3% |
| Participant deferral / active EE | $4,600 | $9,808-53.1% | $9,133-49.6% | $6,689-31.2% |
| Admin fee / account holder | $3,420 | $16,364-79.1% | $13,899-75.4% | $13,390-74.5% |