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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 | $245,229 | $172,111+42.5% | $150,298+63.2% | $137,256+78.7% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 19.42% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,296 | $4,636-50.5% | $4,154-44.7% | $4,156-44.8% |
| Participant deferral / active EE | $8,500 | $6,166+37.9% | $5,453+55.9% | $6,407+32.7% |
| Admin fee / account holder | $4,566 | $16,471-72.3% | $14,116-67.7% | $12,270-62.8% |