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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 | $156,190 | $110,278+41.6% | $95,740+63.1% | $139,466+12.0% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 15.53% | 27.19%-11.7pp | 28.41%-12.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $1,719 | $3,260-47.3% | $2,836-39.4% | $4,754-63.8% |
| Participant deferral / active EE | $6,000 | $4,674+28.4% | $4,244+41.4% | $6,712-10.6% |
| Admin fee / account holder | $483 | $6,613-92.7% | $5,676-91.5% | $11,409-95.8% |