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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 | $206,980 | $183,592+12.7% | $155,574+33.0% | $145,877+41.9% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 12.04% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,044 | $5,317-61.6% | $4,676-56.3% | $4,663-56.2% |
| Participant deferral / active EE | $5,293 | $6,466-18.1% | $5,629-6.0% | $6,691-20.9% |
| Admin fee / account holder | $4,875 | $19,316-74.8% | $15,914-69.4% | $13,402-63.6% |