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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 | $177,306 | $165,381+7.2% | $149,730+18.4% | $158,966+11.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 14.48% | 348.29%-333.8pp | 276.70%-262.2pp | 302.95%-288.5pp |
| Employer contribution / active EE | $2,232 | $5,104-56.3% | $4,645-52.0% | $4,762-53.1% |
| Participant deferral / active EE | $5,539 | $7,182-22.9% | $6,843-19.1% | $5,983-7.4% |
| Admin fee / account holder | $1,667 | $10,809-84.6% | $9,310-82.1% | $11,250-85.2% |