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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 | $112,729+43.8% | $98,716+64.2% | $137,256+18.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 17.88% | 38.48%-20.6pp | 31.81%-13.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,341 | $2,725-50.8% | $2,279-41.1% | $4,156-67.7% |
| Participant deferral / active EE | $6,632 | $4,640+42.9% | $4,048+63.8% | $6,407+3.5% |
| Admin fee / account holder | $5,331 | $10,129-47.4% | $8,703-38.7% | $12,270-56.6% |