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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 | $165,456 | $125,237+32.1% | $105,608+56.7% | $145,877+13.4% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 11.27% | 225.76%-214.5pp | 116.50%-105.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,994 | $3,720-46.4% | $3,167-37.0% | $4,663-57.2% |
| Participant deferral / active EE | $12,628 | $5,711+121.1% | $5,010+152.1% | $6,691+88.7% |
| Admin fee / account holder | $1,373 | $17,287-92.1% | $11,028-87.6% | $13,402-89.8% |