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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 | $248,431 | $172,111+44.3% | $150,298+65.3% | $137,256+81.0% |
| Participation rate | 47.1% | 81.7%-34.7pp | 77.8%-30.7pp | 80.0%-32.9pp |
| Annual return | 15.61% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,659 | $4,636-64.2% | $4,154-60.1% | $4,156-60.1% |
| Participant deferral / active EE | $3,670 | $6,166-40.5% | $5,453-32.7% | $6,407-42.7% |
| Admin fee / account holder | $2,446 | $16,471-85.2% | $14,116-82.7% | $12,270-80.1% |