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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 | $186,000 | $183,592+1.3% | $155,567+19.6% | $145,959+27.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.18% | 61.24%-43.1pp | 64.74%-46.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $8,925 | $5,315+67.9% | $4,674+90.9% | $4,661+91.5% |
| Participant deferral / active EE | $12,979 | $6,464+100.8% | $5,628+130.6% | $6,689+94.0% |
| Admin fee / account holder | $8,777 | $19,318-54.6% | $15,916-44.9% | $13,398-34.5% |