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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 | $179,953 | $159,978+12.5% | $147,041+22.4% | $145,978+23.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.17% | 98.36%-86.2pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $4,077 | $5,288-22.9% | $4,935-17.4% | $4,662-12.5% |
| Participant deferral / active EE | $14,590 | $8,429+73.1% | $8,071+80.8% | $6,690+118.1% |
| Admin fee / account holder | $1,177 | $15,053-92.2% | $13,006-90.9% | $13,400-91.2% |