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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 | $148,743 | $110,212+35.0% | $96,534+54.1% | $139,466+6.7% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.6pp | 80.3%-11.9pp |
| Annual return | 15.15% | 26.42%-11.3pp | 25.88%-10.7pp | 373.66%-358.5pp |
| Employer contribution / active EE | $2,867 | $3,620-20.8% | $2,965-3.3% | $4,754-39.7% |
| Participant deferral / active EE | $8,718 | $5,547+57.2% | $4,851+79.7% | $6,712+29.9% |
| Admin fee / account holder | $7,331 | $11,599-36.8% | $8,253-11.2% | $11,409-35.7% |