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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 | $157,449 | $117,829+33.6% | $102,423+53.7% | $145,877+7.9% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 10.37% | 31.83%-21.5pp | 29.42%-19.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,227 | $3,615-10.7% | $3,023+6.8% | $4,663-30.8% |
| Participant deferral / active EE | $10,401 | $5,732+81.4% | $5,054+105.8% | $6,691+55.5% |
| Admin fee / account holder | $20,099 | $13,335+50.7% | $9,455+112.6% | $13,402+50.0% |