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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 | $234,001 | $101,778+129.9% | $164,975+41.8% | $80,925+189.2% |
| Participation rate | 63.7% | 71.8%-8.1pp | 78.6%-14.9pp | 67.7%-3.9pp |
| Annual return | 16.71% | 16.73%0pp | 70.12%-53.4pp | 35.65%-18.9pp |
| Employer contribution / active EE | $1,049 | $2,954-64.5% | $4,343-75.8% | $2,756-61.9% |
| Participant deferral / active EE | $7,368 | $4,477+64.6% | $6,033+22.1% | $4,299+71.4% |
| Admin fee / account holder | $3,052 | $8,221-62.9% | $12,688-75.9% | $6,940-56.0% |