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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 | $217,643 | $106,749+103.9% | $145,433+49.7% | $82,448+164.0% |
| Participation rate | 65.6% | 75.6%-10.0pp | 82.1%-16.5pp | 68.1%-2.4pp |
| Annual return | 18.32% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,514 | $3,444+2.0% | $4,554-22.9% | $2,551+37.7% |
| Participant deferral / active EE | $7,264 | $6,519+11.4% | $7,897-8.0% | $4,139+75.5% |
| Admin fee / account holder | $2,279 | $8,390-72.8% | $13,129-82.6% | $7,234-68.5% |