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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 | $221,585 | $211,288+4.9% | $178,540+24.1% | $145,884+51.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.97% | 30.27%-15.3pp | 27.15%-12.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,484 | $4,574-67.6% | $3,953-62.5% | $4,662-68.2% |
| Participant deferral / active EE | $10,819 | $6,967+55.3% | $6,281+72.3% | $6,690+61.7% |
| Admin fee / account holder | $7,852 | $12,105-35.1% | $10,424-24.7% | $13,392-41.4% |