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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 | $175,775 | $46,599+277.2% | $64,101+174.2% | $75,173+133.8% |
| Participation rate | 65.2% | 65.9%-0.7pp | 72.3%-7.1pp | 67.2%-2.0pp |
| Annual return | 15.93% | 26.06%-10.1pp | 33.72%-17.8pp | 160.72%-144.8pp |
| Employer contribution / active EE | $2,797 | $1,975+41.6% | $2,749+1.8% | $2,671+4.7% |
| Participant deferral / active EE | $4,054 | $2,837+42.9% | $3,881+4.5% | $4,126-1.8% |
| Admin fee / account holder | $1,862 | $2,956-37.0% | $3,070-39.4% | $5,651-67.1% |