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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 | $186,939 | $183,516+1.9% | $155,534+20.2% | $145,884+28.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.49% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,103 | $5,315-41.6% | $4,675-33.6% | $4,662-33.4% |
| Participant deferral / active EE | $5,214 | $6,467-19.4% | $5,630-7.4% | $6,690-22.1% |
| Admin fee / account holder | $7,693 | $19,293-60.1% | $15,900-51.6% | $13,392-42.6% |