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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 | $182,621 | $165,381+10.4% | $149,730+22.0% | $158,966+14.9% |
| Participation rate | 35.7% | 84.6%-48.9pp | 82.5%-46.8pp | 82.0%-46.2pp |
| Annual return | 17.92% | 348.29%-330.4pp | 276.70%-258.8pp | 302.95%-285.0pp |
| Employer contribution / active EE | $2,047 | $5,104-59.9% | $4,645-55.9% | $4,762-57.0% |
| Participant deferral / active EE | $4,505 | $7,182-37.3% | $6,843-34.2% | $5,983-24.7% |
| Admin fee / account holder | $10,615 | $10,809-1.8% | $9,310+14.0% | $11,250-5.6% |