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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 | $174,977 | $183,516-4.7% | $155,534+12.5% | $145,884+19.9% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 14.53% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,750 | $5,315-67.1% | $4,675-62.6% | $4,662-62.5% |
| Participant deferral / active EE | $3,454 | $6,467-46.6% | $5,630-38.7% | $6,690-48.4% |
| Admin fee / account holder | $1,618 | $19,293-91.6% | $15,900-89.8% | $13,392-87.9% |