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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 | $234,112 | $88,672+164.0% | $105,223+122.5% | $82,448+184.0% |
| Participation rate | 51.9% | 67.9%-16.0pp | 75.0%-23.1pp | 68.1%-16.1pp |
| Annual return | 16.62% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,100 | $3,048-31.1% | $3,689-43.1% | $2,551-17.7% |
| Participant deferral / active EE | $5,468 | $4,036+35.5% | $5,072+7.8% | $4,139+32.1% |
| Admin fee / account holder | $15,129 | $7,146+111.7% | $8,859+70.8% | $7,234+109.1% |