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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 | $180,927 | $183,627-1.5% | $155,602+16.3% | $145,978+23.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.89% | 61.32%-41.4pp | 64.81%-44.9pp | 550.52%-530.6pp |
| Employer contribution / active EE | $2,200 | $5,316-58.6% | $4,675-52.9% | $4,662-52.8% |
| Participant deferral / active EE | $11,500 | $6,466+77.9% | $5,629+104.3% | $6,690+71.9% |
| Admin fee / account holder | $2,602 | $19,327-86.5% | $15,923-83.7% | $13,400-80.6% |