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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 | $165,518 | $81,233+103.8% | $155,567+6.4% | $80,874+104.7% |
| Participation rate | 65.7% | 66.2%-0.6pp | 78.2%-12.5pp | 67.6%-2.0pp |
| Annual return | 14.86% | 33.33%-18.5pp | 64.74%-49.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $4,553 | $3,101+46.8% | $4,674-2.6% | $2,756+65.2% |
| Participant deferral / active EE | $7,047 | $3,452+104.1% | $5,628+25.2% | $4,297+64.0% |
| Admin fee / account holder | $10,341 | $7,998+29.3% | $15,916-35.0% | $6,935+49.1% |