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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 | $249,981 | $183,592+36.2% | $155,574+60.7% | $145,877+71.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 16.96% | 61.37%-44.4pp | 64.87%-47.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,667 | $5,317-49.8% | $4,676-43.0% | $4,663-42.8% |
| Participant deferral / active EE | $7,333 | $6,466+13.4% | $5,629+30.3% | $6,691+9.6% |
| Admin fee / account holder | $7,335 | $19,316-62.0% | $15,914-53.9% | $13,402-45.3% |