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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 | $185,312+10.7% | $161,489+27.1% | $154,746+32.6% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 15.47% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,798 | $4,769-41.3% | $4,268-34.4% | $4,379-36.1% |
| Participant deferral / active EE | $5,227 | $6,350-17.7% | $5,630-7.2% | $6,730-22.3% |
| Admin fee / account holder | $1,889 | $18,654-89.9% | $16,006-88.2% | $14,365-86.9% |