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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 | $219,780 | $114,119+92.6% | $107,187+105.0% | $138,895+58.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 16.22% | 273.21%-257.0pp | 204.55%-188.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,670 | $4,059-58.8% | $3,782-55.8% | $4,194-60.2% |
| Participant deferral / active EE | $4,413 | $5,538-20.3% | $5,096-13.4% | $6,396-31.0% |
| Admin fee / account holder | $1,573 | $10,024-84.3% | $9,162-82.8% | $12,562-87.5% |