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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 | $81,331+151.4% | $155,534+31.4% | $80,935+152.6% |
| Participation rate | 58.0% | 66.3%-8.2pp | 78.2%-20.2pp | 67.7%-9.6pp |
| Annual return | 15.69% | 33.37%-17.7pp | 64.92%-49.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $4,032 | $3,105+29.9% | $4,675-13.8% | $2,757+46.3% |
| Participant deferral / active EE | $3,177 | $3,454-8.0% | $5,630-43.6% | $4,299-26.1% |
| Admin fee / account holder | $15,896 | $7,999+98.7% | $15,9000% | $6,924+129.6% |