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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 | $238,376 | $181,062+31.7% | $158,223+50.7% | $155,188+53.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 17.09% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,460 | $4,565-46.1% | $4,109-40.1% | $4,248-42.1% |
| Participant deferral / active EE | $8,672 | $6,134+41.4% | $5,467+58.6% | $6,531+32.8% |
| Admin fee / account holder | $13,756 | $18,825-26.9% | $16,047-14.3% | $14,480-5.0% |