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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 | $166,472 | $114,119+45.9% | $107,187+55.3% | $138,895+19.9% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 79.9%-16.8pp |
| Annual return | 17.06% | 273.21%-256.1pp | 204.55%-187.5pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,688 | $4,059-58.4% | $3,782-55.4% | $4,194-59.8% |
| Participant deferral / active EE | $3,577 | $5,538-35.4% | $5,096-29.8% | $6,396-44.1% |
| Admin fee / account holder | $4,424 | $10,024-55.9% | $9,162-51.7% | $12,562-64.8% |