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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 | $215,440 | $148,629+45.0% | $135,982+58.4% | $139,487+54.5% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 15.86% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.0pp |
| Employer contribution / active EE | $2,886 | $5,247-45.0% | $4,859-40.6% | $4,755-39.3% |
| Participant deferral / active EE | $6,584 | $8,102-18.7% | $7,760-15.2% | $6,713-1.9% |
| Admin fee / account holder | $1,836 | $12,406-85.2% | $10,767-82.9% | $11,407-83.9% |