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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 | $111,535+97.1% | $105,223+108.9% | $137,256+60.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 16.22% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,670 | $3,939-57.6% | $3,689-54.7% | $4,156-59.8% |
| Participant deferral / active EE | $4,413 | $5,500-19.8% | $5,072-13.0% | $6,407-31.1% |
| Admin fee / account holder | $1,573 | $9,721-83.8% | $8,859-82.2% | $12,270-87.2% |