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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 | $174,379+42.5% | $152,093+63.3% | $138,895+78.9% |
| Participation rate | 47.1% | 81.6%-34.6pp | 77.8%-30.7pp | 79.9%-32.9pp |
| Annual return | 15.61% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,659 | $4,652-64.3% | $4,175-60.3% | $4,194-60.5% |
| Participant deferral / active EE | $3,670 | $6,159-40.4% | $5,451-32.7% | $6,396-42.6% |
| Admin fee / account holder | $2,446 | $16,880-85.5% | $14,497-83.1% | $12,562-80.5% |