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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 | $178,614 | $154,228+15.8% | $145,433+22.8% | $137,256+30.1% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 13.17% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,875 | $4,804-61.0% | $4,554-58.8% | $4,156-54.9% |
| Participant deferral / active EE | $4,098 | $8,216-50.1% | $7,897-48.1% | $6,407-36.0% |
| Admin fee / account holder | $137,926 | $14,344+861.6% | $13,129+950.5% | $12,270+1024.1% |