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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 | $166,409 | $85,094+95.6% | $76,327+118.0% | $145,884+14.1% |
| Participation rate | 68.8% | 82.9%-14.1pp | 79.2%-10.5pp | 80.3%-11.6pp |
| Annual return | 11.03% | 13.13%-2.1pp | 13.79%-2.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $4,263 | $5,261-19.0% | $4,584-7.0% | $4,662-8.6% |
| Participant deferral / active EE | $11,856 | $6,390+85.5% | $5,478+116.4% | $6,690+77.2% |
| Admin fee / account holder | $722 | $5,773-87.5% | $5,139-86.0% | $13,392-94.6% |