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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 | $162,055 | $115,225+40.6% | $100,712+60.9% | $138,895+16.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 17.88% | 40.35%-22.5pp | 33.27%-15.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,341 | $2,771-51.6% | $2,313-42.0% | $4,194-68.0% |
| Participant deferral / active EE | $6,632 | $4,699+41.1% | $4,085+62.3% | $6,396+3.7% |
| Admin fee / account holder | $5,331 | $10,844-50.8% | $9,256-42.4% | $12,562-57.6% |