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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 | $71,215+122.7% | $93,696+69.3% | $80,935+96.0% |
| Participation rate | 56.5% | 60.4%-3.9pp | 68.7%-12.2pp | 67.7%-11.1pp |
| Annual return | 20.15% | 11.27%+8.9pp | 133.74%-113.6pp | 35.66%-15.5pp |
| Employer contribution / active EE | $2,315 | $1,565+47.9% | $2,422-4.4% | $2,757-16.0% |
| Participant deferral / active EE | $4,857 | $4,037+20.3% | $4,417+10.0% | $4,299+13.0% |
| Admin fee / account holder | $15,004 | $6,958+115.6% | $8,287+81.1% | $6,924+116.7% |