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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 | $165,341 | $110,379+49.8% | $102,412+61.4% | $145,884+13.3% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 22.15% | 24.84%-2.7pp | 24.94%-2.8pp | 551.85%-529.7pp |
| Employer contribution / active EE | $2,255 | $4,216-46.5% | $3,870-41.7% | $4,662-51.6% |
| Participant deferral / active EE | $8,421 | $5,622+49.8% | $5,060+66.4% | $6,690+25.9% |
| Admin fee / account holder | $2,236 | $9,745-77.1% | $8,388-73.3% | $13,392-83.3% |