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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 | $177,203 | $102,595+72.7% | $94,057+88.4% | $154,746+14.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 19.94% | 583.42%-563.5pp | 480.62%-460.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,636 | $3,147-48.0% | $2,933-44.2% | $4,379-62.6% |
| Participant deferral / active EE | $10,323 | $5,118+101.7% | $4,709+119.2% | $6,730+53.4% |
| Admin fee / account holder | $2,492 | $7,736-67.8% | $7,244-65.6% | $14,365-82.7% |