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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 | $216,149 | $183,592+17.7% | $155,574+38.9% | $145,877+48.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.54% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,699 | $5,317-68.1% | $4,676-63.7% | $4,663-63.6% |
| Participant deferral / active EE | $6,933 | $6,466+7.2% | $5,629+23.2% | $6,691+3.6% |
| Admin fee / account holder | $2,171 | $19,316-88.8% | $15,914-86.4% | $13,402-83.8% |