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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 | $148,917 | $135,956+9.5% | $123,894+20.2% | $273,972-45.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.71% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,395 | $5,170-53.7% | $4,617-48.1% | $4,869-50.8% |
| Participant deferral / active EE | $6,269 | $6,343-1.2% | $5,984+4.8% | $5,287+18.6% |
| Admin fee / account holder | $998 | $9,817-89.8% | $8,357-88.1% | $10,133-90.2% |