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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 | $108,839 | $58,258+86.8% | $81,820+33.0% | $80,925+34.5% |
| Participation rate | 67.9% | 63.5%+4.4pp | 72.4%-4.5pp | 67.7%+0.2pp |
| Annual return | 17.28% | 41.76%-24.5pp | 777.93%-760.7pp | 35.65%-18.4pp |
| Employer contribution / active EE | $3,315 | $2,345+41.3% | $2,915+13.7% | $2,756+20.3% |
| Participant deferral / active EE | $5,659 | $3,284+72.3% | $4,323+30.9% | $4,299+31.6% |
| Admin fee / account holder | $4,295 | $4,976-13.7% | $7,391-41.9% | $6,940-38.1% |