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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 | $124,425+17.7% | $112,040+30.7% | $137,256+6.7% |
| Participation rate | 43.8% | 79.3%-35.6pp | 76.5%-32.7pp | 80.0%-36.2pp |
| Annual return | 12.26% | 24.72%-12.5pp | 24.52%-12.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $8,331 | $3,411+144.2% | $2,954+182.0% | $4,156+100.5% |
| Participant deferral / active EE | $7,026 | $5,718+22.9% | $5,098+37.8% | $6,407+9.7% |
| Admin fee / account holder | $24,288 | $15,207+59.7% | $12,098+100.8% | $12,270+97.9% |