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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 | $212,386-2.5% | $199,883+3.6% | $138,895+49.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 15.55% | 47.75%-32.2pp | 43.81%-28.3pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,959 | $6,625-55.3% | $6,261-52.7% | $4,194-29.5% |
| Participant deferral / active EE | $11,392 | $9,617+18.5% | $9,138+24.7% | $6,396+78.1% |
| Admin fee / account holder | $35,407 | $18,233+94.2% | $17,268+105.0% | $12,562+181.9% |