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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 | $212,386-12.9% | $199,883-7.4% | $138,895+33.2% |
| Participation rate | 54.5% | 87.4%-32.8pp | 86.8%-32.2pp | 79.9%-25.4pp |
| Annual return | 15.64% | 47.75%-32.1pp | 43.81%-28.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,083 | $6,625-68.6% | $6,261-66.7% | $4,194-50.3% |
| Participant deferral / active EE | $4,694 | $9,617-51.2% | $9,138-48.6% | $6,396-26.6% |
| Admin fee / account holder | $19,666 | $18,233+7.9% | $17,268+13.9% | $12,562+56.6% |