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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 | $196,448 | $172,111+14.1% | $150,298+30.7% | $137,256+43.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 20.04% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,874 | $4,636-16.4% | $4,154-6.8% | $4,156-6.8% |
| Participant deferral / active EE | $9,601 | $6,166+55.7% | $5,453+76.1% | $6,407+49.9% |
| Admin fee / account holder | $754 | $16,471-95.4% | $14,116-94.7% | $12,270-93.9% |