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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 | $171,605 | $65,395+162.4% | $182,558-6.0% | $72,976+135.2% |
| Participation rate | 63.7% | 65.4%-1.7pp | 78.0%-14.2pp | 69.5%-5.8pp |
| Annual return | 23.37% | 27.68%-4.3pp | 148.59%-125.2pp | 81.02%-57.6pp |
| Employer contribution / active EE | $886 | $1,911-53.6% | $4,076-78.3% | $2,440-63.7% |
| Participant deferral / active EE | $6,078 | $3,563+70.6% | $5,526+10.0% | $3,608+68.5% |
| Admin fee / account holder | $9,007 | $4,245+112.2% | $8,594+4.8% | $5,124+75.8% |