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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 | $204,434 | $81,233+151.7% | $155,567+31.4% | $80,874+152.8% |
| Participation rate | 58.0% | 66.2%-8.2pp | 78.2%-20.2pp | 67.6%-9.6pp |
| Annual return | 15.69% | 33.33%-17.6pp | 64.74%-49.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $4,032 | $3,101+30.0% | $4,674-13.7% | $2,756+46.3% |
| Participant deferral / active EE | $3,177 | $3,452-8.0% | $5,628-43.5% | $4,297-26.1% |
| Admin fee / account holder | $15,896 | $7,998+98.8% | $15,916-0.1% | $6,935+129.2% |