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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 | $244,225 | $95,404+156.0% | $113,397+115.4% | $82,637+195.5% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.5%-15.1pp | 68.1%-6.7pp |
| Annual return | 16.86% | 19.08%-2.2pp | 23.20%-6.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,975 | $2,307+29.0% | $2,977-0.1% | $2,552+16.6% |
| Participant deferral / active EE | $6,294 | $4,220+49.2% | $5,076+24.0% | $4,126+52.5% |
| Admin fee / account holder | $4,478 | $9,168-51.2% | $11,957-62.5% | $7,339-39.0% |