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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 | $179,104 | $65,364+174.0% | $92,909+92.8% | $72,975+145.4% |
| Participation rate | 64.0% | 68.3%-4.3pp | 76.0%-12.0pp | 69.5%-5.5pp |
| Annual return | 23.31% | 42.11%-18.8pp | 109.44%-86.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,915 | $2,594+12.4% | $3,653-20.2% | $2,440+19.5% |
| Participant deferral / active EE | $7,506 | $3,128+139.9% | $4,238+77.1% | $3,608+108.1% |
| Admin fee / account holder | $22,903 | $4,251+438.7% | $5,795+295.2% | $5,124+347.0% |