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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 | $193,315 | $136,307+41.8% | $106,619+81.3% | $273,972-29.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 11.57% | 11.05%+0.5pp | 9.42%+2.1pp | 41.46%-29.9pp |
| Employer contribution / active EE | $7,967 | $5,190+53.5% | $3,947+101.9% | $4,869+63.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,814 | $8,625-79.0% | $6,418-71.7% | $10,133-82.1% |