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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 | $97,722 | $63,140+54.8% | $304,612-67.9% | $116,462-16.1% |
| Participation rate | 65.6% | 70.4%-4.7pp | 81.9%-16.3pp | 74.7%-9.1pp |
| Annual return | 25.43% | 15.04%+10.4pp | 329.91%-304.5pp | 15.65%+9.8pp |
| Employer contribution / active EE | $1,924 | $2,385-19.4% | $7,476-74.3% | $3,231-40.5% |
| Participant deferral / active EE | $4,484 | $2,741+63.6% | $5,388-16.8% | $3,836+16.9% |
| Admin fee / account holder | $1,660 | $7,583-78.1% | $12,962-87.2% | $12,754-87.0% |