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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 | $185,030 | $209,336-11.6% | $197,124-6.1% | $137,256+34.8% |
| Participation rate | 54.5% | 87.3%-32.8pp | 86.7%-32.2pp | 80.0%-25.4pp |
| Annual return | 15.64% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,083 | $6,591-68.4% | $6,227-66.6% | $4,156-49.9% |
| Participant deferral / active EE | $4,694 | $9,614-51.2% | $9,135-48.6% | $6,407-26.7% |
| Admin fee / account holder | $19,666 | $17,308+13.6% | $16,298+20.7% | $12,270+60.3% |