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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 | $187,824 | $183,592+2.3% | $155,574+20.7% | $145,877+28.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 20.03% | 61.37%-41.3pp | 64.87%-44.8pp | 551.28%-531.3pp |
| Employer contribution / active EE | $4,430 | $5,317-16.7% | $4,676-5.3% | $4,663-5.0% |
| Participant deferral / active EE | $2,008 | $6,466-68.9% | $5,629-64.3% | $6,691-70.0% |
| Admin fee / account holder | $1,036 | $19,316-94.6% | $15,914-93.5% | $13,402-92.3% |