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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 | $195,924 | $171,492+14.2% | $150,734+30.0% | $198,609-1.4% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 17.10% | 804.70%-787.6pp | 600.81%-583.7pp | 202.70%-185.6pp |
| Employer contribution / active EE | $1,981 | $5,470-63.8% | $4,918-59.7% | $5,055-60.8% |
| Participant deferral / active EE | $5,505 | $6,259-12.0% | $5,610-1.9% | $6,977-21.1% |
| Admin fee / account holder | $5,151 | $17,628-70.8% | $14,905-65.4% | $19,030-72.9% |