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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 | $201,117 | $91,559+119.7% | $133,971+50.1% | $79,852+151.9% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.6%-7.1pp |
| Annual return | 14.87% | 61.85%-47.0pp | 45.09%-30.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $2,821 | $2,384+18.3% | $3,919-28.0% | $2,471+14.2% |
| Participant deferral / active EE | $6,888 | $3,734+84.5% | $5,047+36.5% | $3,740+84.2% |
| Admin fee / account holder | $1,369 | $6,321-78.3% | $8,929-84.7% | $5,306-74.2% |