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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 | $183,592+32.6% | $155,567+56.5% | $145,959+66.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 25.84% | 61.24%-35.4pp | 64.74%-38.9pp | 561.95%-536.1pp |
| Employer contribution / active EE | $3,260 | $5,315-38.7% | $4,674-30.3% | $4,661-30.1% |
| Participant deferral / active EE | $15,333 | $6,464+137.2% | $5,628+172.5% | $6,689+129.2% |
| Admin fee / account holder | $392 | $19,318-98.0% | $15,916-97.5% | $13,398-97.1% |