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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 | $244,718 | $162,136+50.9% | $152,301+60.7% | $154,746+58.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.57% | 91.02%-77.5pp | 80.50%-66.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,590 | $4,890-67.5% | $4,624-65.6% | $4,379-63.7% |
| Participant deferral / active EE | $5,272 | $8,341-36.8% | $8,004-34.1% | $6,730-21.7% |
| Admin fee / account holder | $2,029 | $15,759-87.1% | $14,398-85.9% | $14,365-85.9% |