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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 | $88,996+25.5% | $78,004+43.2% | $138,895-19.6% |
| Participation rate | 63.6% | 74.4%-10.7pp | 69.4%-5.8pp | 79.9%-16.3pp |
| Annual return | 24.44% | 28.03%-3.6pp | 31.07%-6.6pp | 145.39%-121.0pp |
| Employer contribution / active EE | $3,917 | $2,917+34.3% | $2,469+58.7% | $4,194-6.6% |
| Participant deferral / active EE | $8,632 | $4,724+82.7% | $4,092+111.0% | $6,396+35.0% |
| Admin fee / account holder | $18,162 | $8,807+106.2% | $7,578+139.7% | $12,562+44.6% |