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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% | $155,574+19.6% | $145,877+27.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.18% | 61.37%-43.2pp | 64.87%-46.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $8,925 | $5,317+67.9% | $4,676+90.9% | $4,663+91.4% |
| Participant deferral / active EE | $12,979 | $6,466+100.7% | $5,629+130.6% | $6,691+94.0% |
| Admin fee / account holder | $8,777 | $19,316-54.6% | $15,914-44.8% | $13,402-34.5% |