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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 | $200,827 | $183,592+9.4% | $155,574+29.1% | $145,877+37.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.25% | 61.37%-42.1pp | 64.87%-45.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $4,182 | $5,317-21.3% | $4,676-10.6% | $4,663-10.3% |
| Participant deferral / active EE | $10,709 | $6,466+65.6% | $5,629+90.2% | $6,691+60.1% |
| Admin fee / account holder | $1,089 | $19,316-94.4% | $15,914-93.2% | $13,402-91.9% |