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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 | $202,817 | $166,131+22.1% | $164,975+22.9% | $145,877+39.0% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.6%-64.3pp | 80.3%-66.0pp |
| Annual return | 8.81% | 100.37%-91.6pp | 70.12%-61.3pp | 551.28%-542.5pp |
| Employer contribution / active EE | $4,554 | $5,276-13.7% | $4,343+4.9% | $4,663-2.3% |
| Participant deferral / active EE | $4,357 | $6,962-37.4% | $6,033-27.8% | $6,691-34.9% |
| Admin fee / account holder | $1,088 | $16,648-93.5% | $12,688-91.4% | $13,402-91.9% |