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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 | $177,758 | $127,387+39.5% | $115,038+54.5% | $125,389+41.8% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -1.43% | 31.28%-32.7pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $3,408 | $5,166-34.0% | $4,608-26.0% | $4,866-30.0% |
| Participant deferral / active EE | $5,870 | $6,423-8.6% | $6,026-2.6% | $5,352+9.7% |
| Admin fee / account holder | $367 | $9,516-96.1% | $8,175-95.5% | $9,541-96.2% |