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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 | $174,379+32.9% | $152,093+52.4% | $138,895+66.9% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 14.76% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,549 | $4,652-66.7% | $4,175-62.9% | $4,194-63.1% |
| Participant deferral / active EE | $6,529 | $6,159+6.0% | $5,451+19.8% | $6,396+2.1% |
| Admin fee / account holder | $1,949 | $16,880-88.5% | $14,497-86.6% | $12,562-84.5% |