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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 | $188,420 | $183,539+2.7% | $155,556+21.1% | $145,897+29.1% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 12.34% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,209 | $5,315-77.2% | $4,675-74.1% | $4,663-74.1% |
| Participant deferral / active EE | $3,602 | $6,467-44.3% | $5,631-36.0% | $6,689-46.2% |
| Admin fee / account holder | $5,247 | $19,275-72.8% | $15,885-67.0% | $13,390-60.8% |