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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 | $196,095 | $181,062+8.3% | $158,223+23.9% | $155,188+26.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 10.71% | 57.39%-46.7pp | 52.09%-41.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $3,302 | $4,565-27.7% | $4,109-19.6% | $4,248-22.3% |
| Participant deferral / active EE | $11,583 | $6,134+88.8% | $5,467+111.9% | $6,531+77.4% |
| Admin fee / account holder | $22,643 | $18,825+20.3% | $16,047+41.1% | $14,480+56.4% |