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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 | $192,571 | $157,829+22.0% | $136,867+40.7% | $198,609-3.0% |
| Participation rate | 68.8% | 77.2%-8.4pp | 74.5%-5.8pp | 82.4%-13.6pp |
| Annual return | 10.51% | 51.25%-40.7pp | 42.97%-32.5pp | 202.70%-192.2pp |
| Employer contribution / active EE | $1,444 | $3,923-63.2% | $3,547-59.3% | $5,055-71.4% |
| Participant deferral / active EE | $7,504 | $5,463+37.4% | $4,924+52.4% | $6,977+7.6% |
| Admin fee / account holder | $2,094 | $11,107-81.1% | $10,340-79.7% | $19,030-89.0% |