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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 | $231,782 | $181,062+28.0% | $158,223+46.5% | $155,188+49.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 14.76% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,549 | $4,565-66.1% | $4,109-62.3% | $4,248-63.5% |
| Participant deferral / active EE | $6,529 | $6,134+6.4% | $5,467+19.4% | $6,5310% |
| Admin fee / account holder | $1,949 | $18,825-89.6% | $16,047-87.9% | $14,480-86.5% |