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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 | $227,617 | $211,288+7.7% | $178,540+27.5% | $145,884+56.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.04% | 30.27%-18.2pp | 27.15%-15.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $12,470 | $4,574+172.6% | $3,953+215.5% | $4,662+167.5% |
| Participant deferral / active EE | $15,984 | $6,967+129.4% | $6,281+154.5% | $6,690+138.9% |
| Admin fee / account holder | $2,071 | $12,105-82.9% | $10,424-80.1% | $13,392-84.5% |