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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 | $87,691 | $64,705+35.5% | $62,929+39.3% | $67,986+29.0% |
| Participation rate | 61.0% | 65.6%-4.6pp | 73.1%-12.1pp | 57.2%+3.8pp |
| Annual return | 15.50% | 20.31%-4.8pp | 1063.93%-1048.4pp | 31.67%-16.2pp |
| Employer contribution / active EE | $2,188 | $2,376-7.9% | $2,505-12.6% | $2,019+8.4% |
| Participant deferral / active EE | $4,260 | $3,198+33.2% | $3,888+9.5% | $3,358+26.8% |
| Admin fee / account holder | $10,557 | $1,428+639.2% | $5,065+108.4% | $3,203+229.6% |