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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 | $111,721 | $87,166+28.2% | $76,735+45.6% | $137,256-18.6% |
| Participation rate | 63.6% | 74.4%-10.7pp | 69.5%-5.9pp | 80.0%-16.3pp |
| Annual return | 24.44% | 26.50%-2.1pp | 29.77%-5.3pp | 220.34%-195.9pp |
| Employer contribution / active EE | $3,917 | $2,904+34.9% | $2,454+59.6% | $4,156-5.8% |
| Participant deferral / active EE | $8,632 | $4,726+82.7% | $4,088+111.2% | $6,407+34.7% |
| Admin fee / account holder | $18,162 | $8,403+116.1% | $7,189+152.6% | $12,270+48.0% |