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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 | $190,978 | $165,399+15.5% | $149,745+27.5% | $158,982+20.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 12.57% | 348.34%-335.8pp | 276.72%-264.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $5,999 | $5,105+17.5% | $4,646+29.1% | $4,763+26.0% |
| Participant deferral / active EE | $24,998 | $7,183+248.0% | $6,843+265.3% | $5,983+317.8% |
| Admin fee / account holder | $20,575 | $10,811+90.3% | $9,312+121.0% | $11,252+82.9% |