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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 | $158,625 | $71,230+122.7% | $93,727+69.2% | $80,959+95.9% |
| Participation rate | 56.5% | 60.4%-3.9pp | 68.7%-12.2pp | 67.7%-11.1pp |
| Annual return | 20.15% | 11.26%+8.9pp | 133.83%-113.7pp | 35.67%-15.5pp |
| Employer contribution / active EE | $2,315 | $1,565+47.9% | $2,421-4.4% | $2,757-16.0% |
| Participant deferral / active EE | $4,857 | $4,037+20.3% | $4,417+10.0% | $4,300+12.9% |
| Admin fee / account holder | $15,004 | $6,961+115.5% | $8,292+81.0% | $6,925+116.7% |