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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 | $226,032 | $201,372+12.2% | $184,260+22.7% | $145,884+54.9% |
| Participation rate | 45.8% | 87.5%-41.7pp | 86.8%-41.0pp | 80.3%-34.5pp |
| Annual return | 20.00% | 29.04%-9.0pp | 28.84%-8.8pp | 551.85%-531.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,745 | $9,808-10.8% | $9,133-4.2% | $6,690+30.7% |
| Admin fee / account holder | $2,242 | $16,362-86.3% | $13,898-83.9% | $13,392-83.3% |