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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 | $211,105+8.5% | $178,449+28.4% | $145,978+56.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.14% | 30.19%-20.0pp | 27.09%-16.9pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,338 | $4,569-48.8% | $3,951-40.8% | $4,662-49.8% |
| Participant deferral / active EE | $10,167 | $6,959+46.1% | $6,277+62.0% | $6,690+52.0% |
| Admin fee / account holder | $1,036 | $12,017-91.4% | $10,362-90.0% | $13,400-92.3% |