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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 | $209,372 | $185,905+12.6% | $170,057+23.1% | $139,487+50.1% |
| Participation rate | 68.8% | 87.8%-19.0pp | 87.0%-18.3pp | 80.3%-11.6pp |
| Annual return | 17.40% | 60.56%-43.2pp | 53.42%-36.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $5,182 | $7,597-31.8% | $6,790-23.7% | $4,755+9.0% |
| Participant deferral / active EE | $8,139 | $11,627-30.0% | $10,411-21.8% | $6,713+21.3% |
| Admin fee / account holder | $9,974 | $15,397-35.2% | $12,826-22.2% | $11,407-12.6% |