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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 | $191,755 | $106,864+79.4% | $147,318+30.2% | $82,637+132.0% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 19.10% | 27.49%-8.4pp | 70.43%-51.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $2,288 | $3,417-33.0% | $4,593-50.2% | $2,552-10.3% |
| Participant deferral / active EE | $5,971 | $6,496-8.1% | $7,906-24.5% | $4,126+44.7% |
| Admin fee / account holder | $567 | $8,415-93.3% | $13,708-95.9% | $7,339-92.3% |