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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 | $178,126 | $81,358+118.9% | $155,556+14.5% | $80,959+120.0% |
| Participation rate | 51.7% | 66.3%-14.5pp | 78.2%-26.5pp | 67.7%-15.9pp |
| Annual return | 21.23% | 33.39%-12.2pp | 64.84%-43.6pp | 35.67%-14.4pp |
| Employer contribution / active EE | $3,315 | $3,106+6.7% | $4,675-29.1% | $2,757+20.2% |
| Participant deferral / active EE | $5,823 | $3,455+68.5% | $5,631+3.4% | $4,300+35.4% |
| Admin fee / account holder | $13,316 | $7,994+66.6% | $15,885-16.2% | $6,925+92.3% |