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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 | $118,014 | $39,132+201.6% | $57,196+106.3% | $62,881+87.7% |
| Participation rate | 68.6% | 70.5%-1.9pp | 75.3%-6.8pp | 69.3%-0.7pp |
| Annual return | 10.61% | 9.24%+1.4pp | 14.59%-4.0pp | 20.14%-9.5pp |
| Employer contribution / active EE | $5,238 | $1,874+179.5% | $2,683+95.2% | $2,281+129.6% |
| Participant deferral / active EE | $2,994 | $2,374+26.1% | $3,096-3.3% | $3,203-6.5% |
| Admin fee / account holder | $7,265 | $2,594+180.1% | $3,141+131.3% | $4,296+69.1% |