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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 | $211,239+7.8% | $178,528+27.5% | $145,877+56.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.04% | 30.22%-18.2pp | 27.11%-15.1pp | 551.28%-539.2pp |
| Employer contribution / active EE | $12,470 | $4,570+172.9% | $3,950+215.7% | $4,663+167.4% |
| Participant deferral / active EE | $15,984 | $6,963+129.6% | $6,278+154.6% | $6,691+138.9% |
| Admin fee / account holder | $2,071 | $12,095-82.9% | $10,419-80.1% | $13,402-84.5% |