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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 | $183,592+19.4% | $155,574+40.9% | $145,877+50.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 44.19% | 61.37%-17.2pp | 64.87%-20.7pp | 551.28%-507.1pp |
| Employer contribution / active EE | $5,721 | $5,317+7.6% | $4,676+22.4% | $4,663+22.7% |
| Participant deferral / active EE | $9,015 | $6,466+39.4% | $5,629+60.1% | $6,691+34.7% |
| Admin fee / account holder | $341 | $19,316-98.2% | $15,914-97.9% | $13,402-97.5% |