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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 | $223,367 | $183,516+21.7% | $155,534+43.6% | $145,884+53.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.20% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,371 | $5,315-74.2% | $4,675-70.7% | $4,662-70.6% |
| Participant deferral / active EE | $5,543 | $6,467-14.3% | $5,630-1.5% | $6,690-17.1% |
| Admin fee / account holder | $1,413 | $19,293-92.7% | $15,900-91.1% | $13,392-89.5% |