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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 | $88,672+137.6% | $105,223+100.2% | $82,448+155.6% |
| Participation rate | 64.0% | 67.9%-3.9pp | 75.0%-11.0pp | 68.1%-4.1pp |
| Annual return | 19.10% | 30.86%-11.8pp | 180.65%-161.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,038 | $3,048-66.0% | $3,689-71.9% | $2,551-59.3% |
| Participant deferral / active EE | $7,048 | $4,036+74.6% | $5,072+39.0% | $4,139+70.3% |
| Admin fee / account holder | $12,839 | $7,146+79.7% | $8,859+44.9% | $7,234+77.5% |