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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 | $235,129 | $107,363+119.0% | $92,909+153.1% | $152,897+53.8% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 19.51% | 145.63%-126.1pp | 109.44%-89.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $2,020 | $4,222-52.2% | $3,653-44.7% | $4,764-57.6% |
| Participant deferral / active EE | $8,333 | $4,848+71.9% | $4,238+96.6% | $5,851+42.4% |
| Admin fee / account holder | $19,054 | $7,082+169.1% | $5,795+228.8% | $11,599+64.3% |