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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 | $162,136+37.6% | $152,301+46.5% | $154,746+44.1% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 17.61% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,598 | $4,890-67.3% | $4,624-65.5% | $4,379-63.5% |
| Participant deferral / active EE | $5,298 | $8,341-36.5% | $8,004-33.8% | $6,730-21.3% |
| Admin fee / account holder | $1,894 | $15,759-88.0% | $14,398-86.8% | $14,365-86.8% |