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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 | $148,984 | $148,558+0.3% | $135,925+9.6% | $139,427+6.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 14.56% | 79.22%-64.7pp | 68.25%-53.7pp | 373.27%-358.7pp |
| Employer contribution / active EE | $6,753 | $5,244+28.8% | $4,857+39.0% | $4,752+42.1% |
| Participant deferral / active EE | $17,360 | $8,101+114.3% | $7,759+123.7% | $6,711+158.7% |
| Admin fee / account holder | $48,163 | $12,401+288.4% | $10,764+347.5% | $11,404+322.3% |