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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 | $146,465 | $110,410+32.7% | $102,437+43.0% | $145,897+0.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 17.48% | 24.85%-7.4pp | 24.95%-7.5pp | 552.29%-534.8pp |
| Employer contribution / active EE | $8,124 | $4,217+92.6% | $3,871+109.9% | $4,663+74.2% |
| Participant deferral / active EE | $18,500 | $5,622+229.1% | $5,060+265.6% | $6,689+176.6% |
| Admin fee / account holder | $958 | $9,745-90.2% | $8,388-88.6% | $13,390-92.8% |