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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 | $223,054 | $154,228+44.6% | $145,433+53.4% | $137,256+62.5% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 17.61% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,598 | $4,804-66.7% | $4,554-64.9% | $4,156-61.6% |
| Participant deferral / active EE | $5,298 | $8,216-35.5% | $7,897-32.9% | $6,407-17.3% |
| Admin fee / account holder | $1,894 | $14,344-86.8% | $13,129-85.6% | $12,270-84.6% |