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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 | $227,877 | $176,838+28.9% | $146,685+55.4% | $167,518+36.0% |
| Participation rate | 58.3% | 83.6%-25.3pp | 80.1%-21.7pp | 82.1%-23.8pp |
| Annual return | 9.58% | 24.04%-14.5pp | 22.75%-13.2pp | 478.71%-469.1pp |
| Employer contribution / active EE | $3,426 | $5,161-33.6% | $4,137-17.2% | $4,838-29.2% |
| Participant deferral / active EE | $13,735 | $6,441+113.3% | $5,507+149.4% | $6,342+116.6% |
| Admin fee / account holder | $13,215 | $13,262-0.4% | $10,281+28.5% | $12,312+7.3% |