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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 | $184,801 | $112,933+63.6% | $90,970+103.1% | $158,982+16.2% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 27.77% | 215.82%-188.0pp | 134.60%-106.8pp | 302.99%-275.2pp |
| Employer contribution / active EE | $2,140 | $2,893-26.0% | $2,122+0.9% | $4,763-55.1% |
| Participant deferral / active EE | $6,107 | $4,128+47.9% | $3,373+81.1% | $5,983+2.1% |
| Admin fee / account holder | $23,497 | $8,047+192.0% | $5,961+294.2% | $11,252+108.8% |