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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 | $197,345 | $178,174+10.8% | $156,181+26.4% | $137,256+43.8% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.8%-22.6pp | 80.0%-23.7pp |
| Annual return | 12.32% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,280 | $4,972-74.3% | $4,294-70.2% | $4,156-69.2% |
| Participant deferral / active EE | $2,519 | $6,888-63.4% | $6,132-58.9% | $6,407-60.7% |
| Admin fee / account holder | $28,135 | $17,404+61.7% | $14,586+92.9% | $12,270+129.3% |