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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 | $189,193 | $154,228+22.7% | $145,433+30.1% | $137,256+37.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.04% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,350 | $4,804-9.5% | $4,554-4.5% | $4,156+4.7% |
| Participant deferral / active EE | $7,205 | $8,216-12.3% | $7,897-8.8% | $6,407+12.5% |
| Admin fee / account holder | $61,141 | $14,344+326.3% | $13,129+365.7% | $12,270+398.3% |