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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 | $133,411 | $53,837+147.8% | $75,714+76.2% | $85,847+55.4% |
| Participation rate | 62.4% | 69.1%-6.7pp | 74.8%-12.5pp | 69.3%-7.0pp |
| Annual return | 25.71% | 24.54%+1.2pp | 104.62%-78.9pp | 318.61%-292.9pp |
| Employer contribution / active EE | $3,099 | $2,017+53.6% | $2,744+12.9% | $2,565+20.8% |
| Participant deferral / active EE | $4,502 | $2,895+55.5% | $3,820+17.8% | $3,952+13.9% |
| Admin fee / account holder | $16,625 | $3,339+397.9% | $3,619+359.4% | $6,261+165.5% |