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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 | $172,303 | $126,661+36.0% | $113,397+51.9% | $138,895+24.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 19.59% | 25.05%-5.5pp | 23.20%-3.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,811 | $3,456-47.6% | $2,977-39.2% | $4,194-56.8% |
| Participant deferral / active EE | $2,763 | $5,693-51.5% | $5,076-45.6% | $6,396-56.8% |
| Admin fee / account holder | $2,727 | $14,549-81.3% | $11,957-77.2% | $12,562-78.3% |