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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 | $228,120 | $196,972+15.8% | $182,262+25.2% | $198,609+14.9% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 14.87% | 158.27%-143.4pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $4,627 | $5,364-13.7% | $5,046-8.3% | $5,055-8.5% |
| Participant deferral / active EE | $9,814 | $8,643+13.6% | $8,276+18.6% | $6,977+40.7% |
| Admin fee / account holder | $4,887 | $18,429-73.5% | $16,712-70.8% | $19,030-74.3% |