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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 | $174,455 | $156,398+11.5% | $147,318+18.4% | $138,895+25.6% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 14.75% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,520 | $4,853-48.1% | $4,593-45.1% | $4,194-39.9% |
| Participant deferral / active EE | $6,000 | $8,237-27.2% | $7,906-24.1% | $6,396-6.2% |
| Admin fee / account holder | $1,535 | $14,976-89.8% | $13,708-88.8% | $12,562-87.8% |