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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 | $154,841 | $54,763+182.7% | $90,324+71.4% | $72,976+112.2% |
| Participation rate | 65.1% | 65.2%0pp | 73.3%-8.2pp | 69.5%-4.4pp |
| Annual return | 22.45% | 30.63%-8.2pp | 78.15%-55.7pp | 81.02%-58.6pp |
| Employer contribution / active EE | $2,158 | $2,093+3.1% | $2,856-24.4% | $2,440-11.5% |
| Participant deferral / active EE | $5,519 | $2,887+91.1% | $3,885+42.0% | $3,608+53.0% |
| Admin fee / account holder | $601 | $3,973-84.9% | $5,356-88.8% | $5,124-88.3% |