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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 | $211,975 | $102,422+107.0% | $147,117+44.1% | $80,959+161.8% |
| Participation rate | 63.0% | 75.9%-12.9pp | 82.2%-19.2pp | 67.7%-4.7pp |
| Annual return | 15.52% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,429 | $3,717-34.7% | $4,932-50.7% | $2,757-11.9% |
| Participant deferral / active EE | $6,072 | $6,652-8.7% | $8,065-24.7% | $4,300+41.2% |
| Admin fee / account holder | $934 | $7,953-88.3% | $12,993-92.8% | $6,925-86.5% |