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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 | $229,110 | $211,288+8.4% | $178,540+28.3% | $145,884+57.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.14% | 30.27%-20.1pp | 27.15%-17.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,338 | $4,574-48.9% | $3,953-40.8% | $4,662-49.8% |
| Participant deferral / active EE | $10,167 | $6,967+45.9% | $6,281+61.9% | $6,690+52.0% |
| Admin fee / account holder | $1,036 | $12,105-91.4% | $10,424-90.1% | $13,392-92.3% |