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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 | $187,302 | $175,257+6.9% | $149,717+25.1% | $139,456+34.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 10.78% | 166.70%-155.9pp | 134.41%-123.6pp | 373.45%-362.7pp |
| Employer contribution / active EE | $4,160 | $5,477-24.0% | $4,820-13.7% | $4,753-12.5% |
| Participant deferral / active EE | $6,344 | $6,521-2.7% | $5,682+11.6% | $6,711-5.5% |
| Admin fee / account holder | $407 | $16,156-97.5% | $13,213-96.9% | $11,407-96.4% |