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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 | $175,778 | $135,956+29.3% | $123,894+41.9% | $273,972-35.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 8.85% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,628 | $5,170-68.5% | $4,617-64.7% | $4,869-66.6% |
| Participant deferral / active EE | $10,793 | $6,343+70.2% | $5,984+80.4% | $5,287+104.1% |
| Admin fee / account holder | $1,528 | $9,817-84.4% | $8,357-81.7% | $10,133-84.9% |