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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 | $226,329 | $174,379+29.8% | $152,093+48.8% | $138,895+62.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 15.57% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,759 | $4,652-62.2% | $4,175-57.9% | $4,194-58.1% |
| Participant deferral / active EE | $9,979 | $6,159+62.0% | $5,451+83.0% | $6,396+56.0% |
| Admin fee / account holder | $7,310 | $16,880-56.7% | $14,497-49.6% | $12,562-41.8% |