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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 | $209,006 | $76,407+173.5% | $150,298+39.1% | $82,448+153.5% |
| Participation rate | 62.3% | 66.4%-4.1pp | 77.8%-15.4pp | 68.1%-5.7pp |
| Annual return | 16.57% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $4,072 | $2,614+55.8% | $4,154-2.0% | $2,551+59.6% |
| Participant deferral / active EE | $7,279 | $3,214+126.5% | $5,453+33.5% | $4,139+75.9% |
| Admin fee / account holder | $28,330 | $6,352+346.0% | $14,116+100.7% | $7,234+291.6% |