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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 | $199,253 | $209,336-4.8% | $197,124+1.1% | $137,256+45.2% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 14.42% | 48.09%-33.7pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,588 | $6,591-60.7% | $6,227-58.4% | $4,156-37.7% |
| Participant deferral / active EE | $15,588 | $9,614+62.1% | $9,135+70.6% | $6,407+143.3% |
| Admin fee / account holder | $1,468 | $17,308-91.5% | $16,298-91.0% | $12,270-88.0% |