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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 | $199,046 | $198,461+0.3% | $170,436+16.8% | $147,585+34.9% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 9.94% | 257.30%-247.4pp | 205.94%-196.0pp | 578.57%-568.6pp |
| Employer contribution / active EE | $2,798 | $6,184-54.7% | $5,433-48.5% | $4,876-42.6% |
| Participant deferral / active EE | $5,263 | $5,629-6.5% | $4,939+6.6% | $5,439-3.2% |
| Admin fee / account holder | $697 | $16,852-95.9% | $13,880-95.0% | $10,885-93.6% |