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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 | $173,411 | $141,004+23.0% | $112,273+54.5% | $139,456+24.3% |
| Participation rate | 62.5% | 79.2%-16.7pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 18.71% | 32.75%-14.0pp | 30.23%-11.5pp | 373.45%-354.7pp |
| Employer contribution / active EE | $1,934 | $4,285-54.9% | $3,431-43.6% | $4,753-59.3% |
| Participant deferral / active EE | $8,530 | $5,878+45.1% | $4,800+77.7% | $6,711+27.1% |
| Admin fee / account holder | $4,306 | $9,959-56.8% | $7,752-44.5% | $11,407-62.3% |