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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 | $174,264 | $62,672+178.1% | $185,117-5.9% | $70,126+148.5% |
| Participation rate | 57.7% | 63.8%-6.1pp | 77.3%-19.6pp | 69.5%-11.8pp |
| Annual return | 16.94% | 40.79%-23.9pp | 40.50%-23.6pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,474 | $1,753+41.1% | $4,182-40.8% | $2,343+5.6% |
| Participant deferral / active EE | $7,986 | $3,272+144.1% | $5,045+58.3% | $3,332+139.7% |
| Admin fee / account holder | $1,434 | $3,932-63.5% | $8,159-82.4% | $4,645-69.1% |