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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 | $189,428 | $117,846+60.7% | $102,434+84.9% | $145,884+29.8% |
| Participation rate | 69.6% | 78.6%-9.1pp | 76.5%-6.9pp | 80.3%-10.7pp |
| Annual return | 26.42% | 31.90%-5.5pp | 29.46%-3.0pp | 551.85%-525.4pp |
| Employer contribution / active EE | $7,258 | $3,615+100.8% | $3,023+140.1% | $4,662+55.7% |
| Participant deferral / active EE | $7,529 | $5,733+31.3% | $5,055+48.9% | $6,690+12.5% |
| Admin fee / account holder | $7,739 | $13,356-42.1% | $9,462-18.2% | $13,392-42.2% |