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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 | $227,354 | $64,920+250.2% | $103,693+119.3% | $86,983+161.4% |
| Participation rate | 40.3% | 63.6%-23.3pp | 72.6%-32.4pp | 69.5%-29.3pp |
| Annual return | 15.22% | 30.29%-15.1pp | 47.61%-32.4pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,635 | $2,141-23.6% | $2,920-44.0% | $2,584-36.7% |
| Participant deferral / active EE | $5,638 | $3,241+74.0% | $4,579+23.1% | $4,194+34.4% |
| Admin fee / account holder | $12,088 | $6,191+95.2% | $7,858+53.8% | $7,856+53.9% |