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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 | $219,220 | $183,539+19.4% | $155,556+40.9% | $145,897+50.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 44.19% | 61.31%-17.1pp | 64.84%-20.7pp | 552.29%-508.1pp |
| Employer contribution / active EE | $5,721 | $5,315+7.6% | $4,675+22.4% | $4,663+22.7% |
| Participant deferral / active EE | $9,015 | $6,467+39.4% | $5,631+60.1% | $6,689+34.8% |
| Admin fee / account holder | $341 | $19,275-98.2% | $15,885-97.9% | $13,390-97.5% |