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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 | $170,097 | $160,040+6.3% | $147,096+15.6% | $145,877+16.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.96% | 98.49%-83.5pp | 419.75%-404.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $4,442 | $5,289-16.0% | $4,936-10.0% | $4,663-4.7% |
| Participant deferral / active EE | $12,979 | $8,429+54.0% | $8,071+60.8% | $6,691+94.0% |
| Admin fee / account holder | $37,854 | $15,050+151.5% | $13,005+191.1% | $13,402+182.4% |