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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 | $223,845 | $166,131+34.7% | $164,975+35.7% | $145,877+53.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 12.72% | 100.37%-87.6pp | 70.12%-57.4pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,322 | $5,276-56.0% | $4,343-46.5% | $4,663-50.2% |
| Participant deferral / active EE | $8,977 | $6,962+28.9% | $6,033+48.8% | $6,691+34.2% |
| Admin fee / account holder | $10,432 | $16,648-37.3% | $12,688-17.8% | $13,402-22.2% |