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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 | $186,214 | $142,426+30.7% | $115,167+61.7% | $152,909+21.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 18.93% | 41.48%-22.6pp | 35.60%-16.7pp | 345.46%-326.5pp |
| Employer contribution / active EE | $4,001 | $4,011-0.2% | $3,179+25.9% | $4,764-16.0% |
| Participant deferral / active EE | $3,849 | $5,165-25.5% | $4,169-7.7% | $5,851-34.2% |
| Admin fee / account holder | $7,211 | $8,464-14.8% | $7,089+1.7% | $11,601-37.8% |