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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 | $192,317 | $172,111+11.7% | $150,298+28.0% | $137,256+40.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 21.01% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,960 | $4,636-57.7% | $4,154-52.8% | $4,156-52.8% |
| Participant deferral / active EE | $7,509 | $6,166+21.8% | $5,453+37.7% | $6,407+17.2% |
| Admin fee / account holder | $1,756 | $16,471-89.3% | $14,116-87.6% | $12,270-85.7% |