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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 | $185,968 | $165,399+12.4% | $149,745+24.2% | $158,982+17.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 28.53% | 348.34%-319.8pp | 276.72%-248.2pp | 302.99%-274.5pp |
| Employer contribution / active EE | $1,320 | $5,105-74.1% | $4,646-71.6% | $4,763-72.3% |
| Participant deferral / active EE | $5,621 | $7,183-21.7% | $6,843-17.9% | $5,983-6.1% |
| Admin fee / account holder | $990 | $10,811-90.8% | $9,312-89.4% | $11,252-91.2% |