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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 | $247,247 | $183,516+34.7% | $155,534+59.0% | $145,884+69.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 11.46% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,800 | $5,315-47.3% | $4,675-40.1% | $4,662-39.9% |
| Participant deferral / active EE | $11,600 | $6,467+79.4% | $5,630+106.0% | $6,690+73.4% |
| Admin fee / account holder | $1,382 | $19,293-92.8% | $15,900-91.3% | $13,392-89.7% |