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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 | $169,794 | $110,410+53.8% | $102,437+65.8% | $145,897+16.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 12.83% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,460 | $4,217-65.4% | $3,871-62.3% | $4,663-68.7% |
| Participant deferral / active EE | $6,983 | $5,622+24.2% | $5,060+38.0% | $6,689+4.4% |
| Admin fee / account holder | $524 | $9,745-94.6% | $8,388-93.8% | $13,390-96.1% |