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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 | $210,590 | $121,719+73.0% | $210,053+0.3% | $116,462+80.8% |
| Participation rate | 42.9% | 76.0%-33.1pp | 80.8%-37.9pp | 74.7%-31.8pp |
| Annual return | 16.87% | 14.29%+2.6pp | 232.76%-215.9pp | 15.65%+1.2pp |
| Employer contribution / active EE | $7,143 | $2,386+199.3% | $4,521+58.0% | $3,231+121.0% |
| Participant deferral / active EE | $0 | $3,917-100.0% | $4,238-100.0% | $3,836-100.0% |
| Admin fee / account holder | $1,960 | $13,730-85.7% | $16,990-88.5% | $12,754-84.6% |