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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 | $204,161 | $70,475+189.7% | $100,530+103.1% | $79,858+155.7% |
| Participation rate | 40.3% | 73.7%-33.3pp | 79.4%-39.1pp | 69.6%-29.3pp |
| Annual return | 16.14% | 21.90%-5.8pp | 30.89%-14.8pp | 31.72%-15.6pp |
| Employer contribution / active EE | $4,439 | $2,165+105.1% | $3,418+29.9% | $2,471+79.7% |
| Participant deferral / active EE | $3,464 | $5,181-33.1% | $6,271-44.8% | $3,740-7.4% |
| Admin fee / account holder | $23,603 | $4,478+427.0% | $8,083+192.0% | $5,306+344.8% |