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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 | $226,580 | $209,425+8.2% | $178,499+26.9% | $158,966+42.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 12.75% | 188.80%-176.0pp | 151.10%-138.4pp | 302.95%-290.2pp |
| Employer contribution / active EE | $3,302 | $5,707-42.1% | $5,011-34.1% | $4,762-30.7% |
| Participant deferral / active EE | $10,327 | $5,955+73.4% | $5,202+98.5% | $5,983+72.6% |
| Admin fee / account holder | $17,748 | $17,078+3.9% | $13,986+26.9% | $11,250+57.8% |