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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 | $188,177 | $98,776+90.5% | $149,745+25.7% | $79,856+135.6% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.5%-16.5pp | 69.6%-3.7pp |
| Annual return | 16.31% | 27.38%-11.1pp | 276.72%-260.4pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,174 | $3,217-1.4% | $4,646-31.7% | $2,471+28.4% |
| Participant deferral / active EE | $8,059 | $5,681+41.8% | $6,843+17.8% | $3,741+115.4% |
| Admin fee / account holder | $11,364 | $6,053+87.7% | $9,312+22.0% | $5,306+114.2% |