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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 | $196,903 | $183,592+7.3% | $155,574+26.6% | $145,877+35.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.35% | 61.37%-45.0pp | 64.87%-48.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $3,748 | $5,317-29.5% | $4,676-19.9% | $4,663-19.6% |
| Participant deferral / active EE | $5,797 | $6,466-10.4% | $5,629+3.0% | $6,691-13.4% |
| Admin fee / account holder | $360 | $19,316-98.1% | $15,914-97.7% | $13,402-97.3% |