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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 | $158,090 | $135,956+16.3% | $123,894+27.6% | $273,972-42.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 8.68% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $4,238 | $5,170-18.0% | $4,617-8.2% | $4,869-13.0% |
| Participant deferral / active EE | $4,500 | $6,343-29.1% | $5,984-24.8% | $5,287-14.9% |
| Admin fee / account holder | $1,517 | $9,817-84.5% | $8,357-81.8% | $10,133-85.0% |