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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 | $205,228 | $172,111+19.2% | $150,298+36.5% | $137,256+49.5% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 15.47% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,798 | $4,636-39.6% | $4,154-32.6% | $4,156-32.7% |
| Participant deferral / active EE | $5,227 | $6,166-15.2% | $5,453-4.1% | $6,407-18.4% |
| Admin fee / account holder | $1,889 | $16,471-88.5% | $14,116-86.6% | $12,270-84.6% |