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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 | $201,640 | $86,949+131.9% | $102,460+96.8% | $80,959+149.1% |
| Participation rate | 64.7% | 72.4%-7.7pp | 76.5%-11.8pp | 67.7%-3.0pp |
| Annual return | 15.42% | 18.89%-3.5pp | 29.47%-14.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,342 | $2,370-1.2% | $3,025-22.6% | $2,757-15.1% |
| Participant deferral / active EE | $4,895 | $4,121+18.8% | $5,056-3.2% | $4,300+13.8% |
| Admin fee / account holder | $3,325 | $8,048-58.7% | $9,460-64.9% | $6,925-52.0% |