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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 | $125,717 | $183,592-31.5% | $155,574-19.2% | $145,877-13.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 25.05% | 61.37%-36.3pp | 64.87%-39.8pp | 551.28%-526.2pp |
| Employer contribution / active EE | $6,333 | $5,317+19.1% | $4,676+35.5% | $4,663+35.8% |
| Participant deferral / active EE | $12,706 | $6,466+96.5% | $5,629+125.7% | $6,691+89.9% |
| Admin fee / account holder | $1,190 | $19,316-93.8% | $15,914-92.5% | $13,402-91.1% |