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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 | $171,948 | $85,169+101.9% | $172,755-0.5% | $72,983+135.6% |
| Participation rate | 63.0% | 70.1%-7.0pp | 82.6%-19.6pp | 69.5%-6.5pp |
| Annual return | 22.00% | 27.32%-5.3pp | 802.94%-780.9pp | 81.01%-59.0pp |
| Employer contribution / active EE | $4,246 | $3,324+27.8% | $5,144-17.5% | $2,440+74.0% |
| Participant deferral / active EE | $2,627 | $3,260-19.4% | $5,198-49.5% | $3,608-27.2% |
| Admin fee / account holder | $3,563 | $5,880-39.4% | $13,955-74.5% | $5,124-30.5% |