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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 | $82,442 | $68,097+21.1% | $62,929+31.0% | $137,256-39.9% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 12.96% | 1859.11%-1846.2pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,517 | $2,811-10.5% | $2,505+0.5% | $4,156-39.4% |
| Participant deferral / active EE | $4,426 | $4,553-2.8% | $3,888+13.8% | $6,407-30.9% |
| Admin fee / account holder | $5,235 | $6,521-19.7% | $5,065+3.4% | $12,270-57.3% |