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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 | $165,381 | $80,781+104.7% | $102,437+61.4% | $74,478+122.1% |
| Participation rate | 69.4% | 65.7%+3.8pp | 74.5%-5.1pp | 67.2%+2.2pp |
| Annual return | 12.61% | 27.58%-15.0pp | 24.95%-12.3pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $2,405 | $3,160-23.9% | $3,871-37.9% | $2,626-8.4% |
| Participant deferral / active EE | $4,748 | $3,862+22.9% | $5,060-6.2% | $4,350+9.1% |
| Admin fee / account holder | $11,550 | $2,372+386.9% | $8,388+37.7% | $1,946+493.6% |