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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 | $206,757 | $135,956+52.1% | $123,894+66.9% | $273,972-24.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 7.82% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,670 | $5,170-29.0% | $4,617-20.5% | $4,869-24.6% |
| Participant deferral / active EE | $10,187 | $6,343+60.6% | $5,984+70.2% | $5,287+92.7% |
| Admin fee / account holder | $1,357 | $9,817-86.2% | $8,357-83.8% | $10,133-86.6% |