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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 | $173,814 | $117,426+48.0% | $99,470+74.7% | $152,885+13.7% |
| Participation rate | 37.5% | 77.5%-40.0pp | 73.8%-36.3pp | 82.5%-45.0pp |
| Annual return | 24.99% | 31.87%-6.9pp | 30.72%-5.7pp | 345.39%-320.4pp |
| Employer contribution / active EE | $843 | $3,014-72.0% | $2,540-66.8% | $4,763-82.3% |
| Participant deferral / active EE | $5,868 | $4,086+43.6% | $3,619+62.2% | $5,851+0.3% |
| Admin fee / account holder | $323 | $7,634-95.8% | $6,252-94.8% | $11,598-97.2% |