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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 | $206,986 | $227,291-8.9% | $214,702-3.6% | $155,188+33.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 15.55% | 60.08%-44.5pp | 54.55%-39.0pp | 148.84%-133.3pp |
| Employer contribution / active EE | $2,959 | $6,772-56.3% | $6,461-54.2% | $4,248-30.4% |
| Participant deferral / active EE | $11,392 | $9,582+18.9% | $9,147+24.6% | $6,531+74.4% |
| Admin fee / account holder | $35,407 | $20,413+73.5% | $19,830+78.5% | $14,480+144.5% |