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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 | $78,690+165.6% | $161,489+29.4% | $87,485+138.9% |
| Participation rate | 62.3% | 67.5%-5.1pp | 78.7%-16.4pp | 68.9%-6.6pp |
| Annual return | 16.57% | 32.74%-16.2pp | 89.72%-73.1pp | 26.06%-9.5pp |
| Employer contribution / active EE | $4,072 | $2,588+57.3% | $4,268-4.6% | $2,596+56.9% |
| Participant deferral / active EE | $7,279 | $3,311+119.9% | $5,630+29.3% | $4,274+70.3% |
| Admin fee / account holder | $28,330 | $6,724+321.4% | $16,006+77.0% | $7,775+264.4% |