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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 | $166,643 | $166,268+0.2% | $165,100+0.9% | $145,897+14.2% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | 17.21% | 100.52%-83.3pp | 70.21%-53.0pp | 552.29%-535.1pp |
| Employer contribution / active EE | $6,489 | $5,284+22.8% | $4,348+49.2% | $4,663+39.2% |
| Participant deferral / active EE | $13,046 | $6,964+87.3% | $6,035+116.2% | $6,689+95.0% |
| Admin fee / account holder | $19,391 | $16,659+16.4% | $12,696+52.7% | $13,390+44.8% |