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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 | $146,429 | $126,661+15.6% | $113,397+29.1% | $138,895+5.4% |
| Participation rate | 43.8% | 79.4%-35.7pp | 76.5%-32.7pp | 79.9%-36.2pp |
| Annual return | 12.26% | 25.05%-12.8pp | 23.20%-10.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $8,331 | $3,456+141.1% | $2,977+179.8% | $4,194+98.6% |
| Participant deferral / active EE | $7,026 | $5,693+23.4% | $5,076+38.4% | $6,396+9.8% |
| Admin fee / account holder | $24,288 | $14,549+66.9% | $11,957+103.1% | $12,562+93.3% |