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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 | $239,296 | $166,268+43.9% | $165,100+44.9% | $145,897+64.0% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.6%-37.7pp | 80.3%-39.4pp |
| Annual return | 14.61% | 100.52%-85.9pp | 70.21%-55.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,371 | $5,284-74.1% | $4,348-68.5% | $4,663-70.6% |
| Participant deferral / active EE | $3,169 | $6,964-54.5% | $6,035-47.5% | $6,689-52.6% |
| Admin fee / account holder | $19,215 | $16,659+15.3% | $12,696+51.4% | $13,390+43.5% |