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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 | $195,419 | $97,125+101.2% | $86,233+126.6% | $137,256+42.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 12.85% | 74.19%-61.3pp | 61.39%-48.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,075 | $2,841-27.0% | $2,504-17.2% | $4,156-50.1% |
| Participant deferral / active EE | $4,151 | $5,180-19.9% | $4,559-9.0% | $6,407-35.2% |
| Admin fee / account holder | $16,586 | $9,725+70.6% | $8,342+98.8% | $12,270+35.2% |