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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 | $211,648 | $155,555+36.1% | $146,866+44.1% | $155,188+36.4% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 14.00% | 115.41%-101.4pp | 102.85%-88.9pp | 148.84%-134.8pp |
| Employer contribution / active EE | $4,267 | $4,647-8.2% | $4,425-3.6% | $4,248+0.5% |
| Participant deferral / active EE | $5,955 | $8,044-26.0% | $7,759-23.3% | $6,531-8.8% |
| Admin fee / account holder | $1,826 | $14,755-87.6% | $13,620-86.6% | $14,480-87.4% |