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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 | $199,305 | $181,062+10.1% | $158,223+26.0% | $155,188+28.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 17.15% | 57.39%-40.2pp | 52.09%-34.9pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,079 | $4,565-54.5% | $4,109-49.4% | $4,248-51.1% |
| Participant deferral / active EE | $9,900 | $6,134+61.4% | $5,467+81.1% | $6,531+51.6% |
| Admin fee / account holder | $1,002 | $18,825-94.7% | $16,047-93.8% | $14,480-93.1% |