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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 | $222,931 | $201,370+10.7% | $184,256+21.0% | $145,897+52.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 18.81% | 29.05%-10.2pp | 28.85%-10.0pp | 552.29%-533.5pp |
| Employer contribution / active EE | $6,810 | $7,024-3.1% | $6,427+5.9% | $4,663+46.0% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,689+128.0% |
| Admin fee / account holder | $4,660 | $16,364-71.5% | $13,899-66.5% | $13,390-65.2% |