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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 | $190,160 | $183,539+3.6% | $155,556+22.2% | $145,897+30.3% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 15.11% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,745 | $5,315-67.2% | $4,675-62.7% | $4,663-62.6% |
| Participant deferral / active EE | $2,543 | $6,467-60.7% | $5,631-54.8% | $6,689-62.0% |
| Admin fee / account holder | $20,742 | $19,275+7.6% | $15,885+30.6% | $13,390+54.9% |