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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 | $239,220 | $155,555+53.8% | $146,866+62.9% | $155,188+54.1% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.5%-28.0pp | 80.8%-26.3pp |
| Annual return | 11.47% | 115.41%-103.9pp | 102.85%-91.4pp | 148.84%-137.4pp |
| Employer contribution / active EE | $2,684 | $4,647-42.2% | $4,425-39.4% | $4,248-36.8% |
| Participant deferral / active EE | $10,189 | $8,044+26.7% | $7,759+31.3% | $6,531+56.0% |
| Admin fee / account holder | $8,852 | $14,755-40.0% | $13,620-35.0% | $14,480-38.9% |