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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 | $209,336-1.1% | $197,124+5.0% | $137,256+50.8% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 15.55% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,959 | $6,591-55.1% | $6,227-52.5% | $4,156-28.8% |
| Participant deferral / active EE | $11,392 | $9,614+18.5% | $9,135+24.7% | $6,407+77.8% |
| Admin fee / account holder | $35,407 | $17,308+104.6% | $16,298+117.2% | $12,270+188.6% |