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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 | $201,024 | $89,259+125.2% | $107,187+87.5% | $82,637+143.3% |
| Participation rate | 38.5% | 67.9%-29.5pp | 75.0%-36.6pp | 68.1%-29.6pp |
| Annual return | 14.05% | 21.02%-7.0pp | 204.55%-190.5pp | 53.51%-39.5pp |
| Employer contribution / active EE | $2,031 | $3,080-34.1% | $3,782-46.3% | $2,552-20.4% |
| Participant deferral / active EE | $5,369 | $4,037+33.0% | $5,096+5.3% | $4,126+30.1% |
| Admin fee / account holder | $1,269 | $7,381-82.8% | $9,162-86.1% | $7,339-82.7% |