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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 | $120,227 | $102,429+17.4% | $147,096-18.3% | $80,925+48.6% |
| Participation rate | 60.5% | 75.9%-15.4pp | 82.2%-21.7pp | 67.7%-7.2pp |
| Annual return | 12.94% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $3,302 | $3,716-11.1% | $4,936-33.1% | $2,756+19.8% |
| Participant deferral / active EE | $8,538 | $6,649+28.4% | $8,071+5.8% | $4,299+98.6% |
| Admin fee / account holder | $25,490 | $7,957+220.4% | $13,005+96.0% | $6,940+267.3% |