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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 | $175,607 | $127,387+37.9% | $115,038+52.7% | $125,389+40.0% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 1.50% | 31.28%-29.8pp | 26.14%-24.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $9,027 | $5,166+74.7% | $4,608+95.9% | $4,866+85.5% |
| Participant deferral / active EE | $9,000 | $6,423+40.1% | $6,026+49.3% | $5,352+68.2% |
| Admin fee / account holder | $943 | $9,516-90.1% | $8,175-88.5% | $9,541-90.1% |