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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 | $172,111+21.7% | $150,298+39.3% | $137,256+52.6% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 15.41% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,800 | $4,636-61.2% | $4,154-56.7% | $4,156-56.7% |
| Participant deferral / active EE | $4,877 | $6,166-20.9% | $5,453-10.6% | $6,407-23.9% |
| Admin fee / account holder | $3,574 | $16,471-78.3% | $14,116-74.7% | $12,270-70.9% |