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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 | $205,678 | $72,269+184.6% | $101,271+103.1% | $79,852+157.6% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 18.36% | 22.29%-3.9pp | 46.48%-28.1pp | 31.72%-13.4pp |
| Employer contribution / active EE | $2,264 | $2,692-15.9% | $3,660-38.1% | $2,471-8.4% |
| Participant deferral / active EE | $6,355 | $3,282+93.7% | $4,371+45.4% | $3,740+69.9% |
| Admin fee / account holder | $7,395 | $4,401+68.0% | $5,948+24.3% | $5,306+39.4% |