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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 | $178,405 | $201,372-11.4% | $184,260-3.2% | $145,884+22.3% |
| Participation rate | 68.4% | 87.5%-19.1pp | 86.8%-18.4pp | 80.3%-11.9pp |
| Annual return | 16.87% | 29.04%-12.2pp | 28.84%-12.0pp | 551.85%-535.0pp |
| Employer contribution / active EE | $3,874 | $7,024-44.8% | $6,427-39.7% | $4,662-16.9% |
| Participant deferral / active EE | $9,807 | $9,8080% | $9,133+7.4% | $6,690+46.6% |
| Admin fee / account holder | $519 | $16,362-96.8% | $13,898-96.3% | $13,392-96.1% |