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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 | $157,579 | $117,426+34.2% | $99,470+58.4% | $152,885+3.1% |
| Participation rate | 61.9% | 77.5%-15.6pp | 73.8%-11.9pp | 82.5%-20.5pp |
| Annual return | 24.39% | 31.87%-7.5pp | 30.72%-6.3pp | 345.39%-321.0pp |
| Employer contribution / active EE | $2,167 | $3,014-28.1% | $2,540-14.7% | $4,763-54.5% |
| Participant deferral / active EE | $4,334 | $4,086+6.1% | $3,619+19.8% | $5,851-25.9% |
| Admin fee / account holder | $7,253 | $7,634-5.0% | $6,252+16.0% | $11,598-37.5% |