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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 | $221,463 | $106,905+107.2% | $84,020+163.6% | $152,885+44.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 19.50% | 105.00%-85.5pp | 71.31%-51.8pp | 345.39%-325.9pp |
| Employer contribution / active EE | $1,085 | $2,735-60.3% | $1,984-45.3% | $4,763-77.2% |
| Participant deferral / active EE | $4,519 | $4,012+12.6% | $3,239+39.5% | $5,851-22.8% |
| Admin fee / account holder | $8,050 | $8,287-2.9% | $6,101+31.9% | $11,598-30.6% |