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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 | $207,163 | $172,111+20.4% | $150,298+37.8% | $137,256+50.9% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 15.16% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,040 | $4,636-56.0% | $4,154-50.9% | $4,156-50.9% |
| Participant deferral / active EE | $4,117 | $6,166-33.2% | $5,453-24.5% | $6,407-35.7% |
| Admin fee / account holder | $375 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |