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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 | $206,986 | $223,823-7.5% | $211,142-2.0% | $154,746+33.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 15.55% | 50.39%-34.8pp | 46.84%-31.3pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,959 | $6,787-56.4% | $6,442-54.1% | $4,379-32.4% |
| Participant deferral / active EE | $11,392 | $9,750+16.8% | $9,284+22.7% | $6,730+69.3% |
| Admin fee / account holder | $35,407 | $19,707+79.7% | $19,076+85.6% | $14,365+146.5% |