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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 | $203,327 | $155,555+30.7% | $146,866+38.4% | $155,188+31.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 20.19% | 115.41%-95.2pp | 102.85%-82.7pp | 148.84%-128.6pp |
| Employer contribution / active EE | $4,137 | $4,647-11.0% | $4,425-6.5% | $4,248-2.6% |
| Participant deferral / active EE | $5,124 | $8,044-36.3% | $7,759-34.0% | $6,531-21.6% |
| Admin fee / account holder | $378 | $14,755-97.4% | $13,620-97.2% | $14,480-97.4% |