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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 | $195,924 | $111,535+75.7% | $105,223+86.2% | $137,256+42.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 17.10% | 237.85%-220.8pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,981 | $3,939-49.7% | $3,689-46.3% | $4,156-52.3% |
| Participant deferral / active EE | $5,505 | $5,500+0.1% | $5,072+8.5% | $6,407-14.1% |
| Admin fee / account holder | $5,151 | $9,721-47.0% | $8,859-41.9% | $12,270-58.0% |