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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 | $208,621 | $117,904+76.9% | $102,457+103.6% | $145,978+42.9% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 23.21% | 31.80%-8.6pp | 29.41%-6.2pp | 550.52%-527.3pp |
| Employer contribution / active EE | $3,943 | $3,613+9.1% | $3,022+30.5% | $4,662-15.4% |
| Participant deferral / active EE | $8,714 | $5,733+52.0% | $5,054+72.4% | $6,690+30.3% |
| Admin fee / account holder | $383 | $13,329-97.1% | $9,451-95.9% | $13,400-97.1% |