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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 | $236,057 | $181,898+29.8% | $156,552+50.8% | $273,970-13.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 4.49% | 30.74%-26.3pp | 32.23%-27.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $5,786 | $6,248-7.4% | $5,501+5.2% | $4,869+18.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,344 | $15,560-91.4% | $13,028-89.7% | $10,132-86.7% |