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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 | $209,393 | $174,379+20.1% | $152,093+37.7% | $138,895+50.8% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 15.41% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,800 | $4,652-61.3% | $4,175-56.9% | $4,194-57.1% |
| Participant deferral / active EE | $4,877 | $6,159-20.8% | $5,451-10.5% | $6,396-23.8% |
| Admin fee / account holder | $3,574 | $16,880-78.8% | $14,497-75.3% | $12,562-71.5% |