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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 | $178,770 | $110,307+62.1% | $96,576+85.1% | $139,456+28.2% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 14.48% | 26.40%-11.9pp | 25.87%-11.4pp | 373.45%-359.0pp |
| Employer contribution / active EE | $3,131 | $3,619-13.5% | $2,965+5.6% | $4,753-34.1% |
| Participant deferral / active EE | $3,876 | $5,547-30.1% | $4,851-20.1% | $6,711-42.2% |
| Admin fee / account holder | $1,346 | $11,597-88.4% | $8,253-83.7% | $11,407-88.2% |