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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 | $243,470 | $183,539+32.7% | $155,556+56.5% | $145,897+66.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 25.84% | 61.31%-35.5pp | 64.84%-39.0pp | 552.29%-526.5pp |
| Employer contribution / active EE | $3,260 | $5,315-38.7% | $4,675-30.3% | $4,663-30.1% |
| Participant deferral / active EE | $15,333 | $6,467+137.1% | $5,631+172.3% | $6,689+129.2% |
| Admin fee / account holder | $392 | $19,275-98.0% | $15,885-97.5% | $13,390-97.1% |