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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 | $203,517 | $227,399-10.5% | $189,758+7.3% | $198,609+2.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 18.75% | 61.03%-42.3pp | 52.62%-33.9pp | 202.70%-183.9pp |
| Employer contribution / active EE | $9,633 | $5,526+74.3% | $4,767+102.1% | $5,055+90.5% |
| Participant deferral / active EE | $9,025 | $6,837+32.0% | $5,856+54.1% | $6,977+29.4% |
| Admin fee / account holder | $1,731 | $25,162-93.1% | $20,388-91.5% | $19,030-90.9% |