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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 | $184,009 | $156,398+17.7% | $147,318+24.9% | $138,895+32.5% |
| Participation rate | 27.3% | 83.8%-56.5pp | 82.1%-54.8pp | 79.9%-52.6pp |
| Annual return | 17.43% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,600 | $4,853-67.0% | $4,593-65.2% | $4,194-61.9% |
| Participant deferral / active EE | $3,712 | $8,237-54.9% | $7,906-53.1% | $6,396-42.0% |
| Admin fee / account holder | $9,443 | $14,976-36.9% | $13,708-31.1% | $12,562-24.8% |