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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 | $109,325 | $108,882+0.4% | $96,754+13.0% | $154,746-29.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 70.3%-7.8pp | 80.7%-18.2pp |
| Annual return | 20.11% | 98.39%-78.3pp | 82.04%-61.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,609 | $3,018-13.6% | $2,679-2.6% | $4,379-40.4% |
| Participant deferral / active EE | $12,731 | $5,323+139.2% | $4,758+167.6% | $6,730+89.2% |
| Admin fee / account holder | $10,273 | $10,200+0.7% | $8,905+15.4% | $14,365-28.5% |