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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 | $199,816 | $198,462+0.7% | $170,439+17.2% | $147,585+35.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 22.81% | 257.30%-234.5pp | 205.94%-183.1pp | 578.58%-555.8pp |
| Employer contribution / active EE | $4,718 | $6,184-23.7% | $5,433-13.2% | $4,876-3.3% |
| Participant deferral / active EE | $6,492 | $5,629+15.3% | $4,939+31.4% | $5,439+19.4% |
| Admin fee / account holder | $6,731 | $16,852-60.1% | $13,881-51.5% | $10,886-38.2% |