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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 | $114,076 | $53,837+111.9% | $75,717+50.7% | $85,856+32.9% |
| Participation rate | 61.1% | 69.1%-7.9pp | 74.8%-13.7pp | 69.3%-8.2pp |
| Annual return | 12.79% | 24.54%-11.7pp | 104.58%-91.8pp | 318.58%-305.8pp |
| Employer contribution / active EE | $3,515 | $2,017+74.3% | $2,743+28.2% | $2,565+37.0% |
| Participant deferral / active EE | $4,585 | $2,895+58.4% | $3,821+20.0% | $3,952+16.0% |
| Admin fee / account holder | $1,239 | $3,341-62.9% | $3,619-65.8% | $6,261-80.2% |