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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 | $167,398 | $107,368+55.9% | $92,915+80.2% | $152,909+9.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 17.83% | 145.64%-127.8pp | 109.45%-91.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $1,656 | $4,222-60.8% | $3,653-54.7% | $4,764-65.2% |
| Participant deferral / active EE | $5,928 | $4,848+22.3% | $4,238+39.9% | $5,851+1.3% |
| Admin fee / account holder | $8,210 | $7,082+15.9% | $5,796+41.7% | $11,601-29.2% |