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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 | $78,771 | $73,107+7.7% | $114,563-31.2% | $87,485-10.0% |
| Participation rate | 59.8% | 65.8%-6.0pp | 72.9%-13.1pp | 68.9%-9.2pp |
| Annual return | 15.76% | 19.47%-3.7pp | 241.09%-225.3pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,889 | $1,881+53.6% | $2,592+11.4% | $2,596+11.3% |
| Participant deferral / active EE | $4,364 | $3,144+38.8% | $4,142+5.4% | $4,274+2.1% |
| Admin fee / account holder | $11,507 | $5,770+99.4% | $7,623+51.0% | $7,775+48.0% |