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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 | $210,696 | $93,345+125.7% | $119,126+76.9% | $87,485+140.8% |
| Participation rate | 64.0% | 68.7%-4.7pp | 75.8%-11.8pp | 68.9%-4.9pp |
| Annual return | 19.10% | 19.08%0pp | 282.11%-263.0pp | 26.06%-7.0pp |
| Employer contribution / active EE | $1,038 | $3,172-67.3% | $4,034-74.3% | $2,596-60.0% |
| Participant deferral / active EE | $7,048 | $4,099+72.0% | $5,318+32.5% | $4,274+64.9% |
| Admin fee / account holder | $12,839 | $8,039+59.7% | $10,693+20.1% | $7,775+65.1% |