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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 | $147,365 | $87,733+68.0% | $106,555+38.3% | $85,847+71.7% |
| Participation rate | 63.0% | 71.9%-9.0pp | 76.1%-13.2pp | 69.3%-6.4pp |
| Annual return | 28.59% | 21.86%+6.7pp | 26.80%+1.8pp | 318.61%-290.0pp |
| Employer contribution / active EE | $18,499 | $2,073+792.4% | $2,819+556.1% | $2,565+621.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,014 | $6,767+18.4% | $7,408+8.2% | $6,261+28.0% |