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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 | $217,069 | $175,259+23.9% | $149,723+45.0% | $139,487+55.6% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 17.14% | 166.82%-149.7pp | 134.50%-117.4pp | 373.84%-356.7pp |
| Employer contribution / active EE | $1,811 | $5,478-66.9% | $4,821-62.4% | $4,755-61.9% |
| Participant deferral / active EE | $6,734 | $6,522+3.3% | $5,682+18.5% | $6,713+0.3% |
| Admin fee / account holder | $4,770 | $16,158-70.5% | $13,215-63.9% | $11,407-58.2% |