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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 | $242,271 | $228,352+6.1% | $185,835+30.4% | $158,966+52.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 6.93% | 40.81%-33.9pp | 35.96%-29.0pp | 302.95%-296.0pp |
| Employer contribution / active EE | $1,753 | $4,967-64.7% | $4,087-57.1% | $4,762-63.2% |
| Participant deferral / active EE | $7,650 | $6,416+19.2% | $5,633+35.8% | $5,983+27.9% |
| Admin fee / account holder | $5,016 | $11,867-57.7% | $9,502-47.2% | $11,250-55.4% |