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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 | $230,741 | $125,190+84.3% | $105,624+118.5% | $145,897+58.2% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 8.39% | 225.22%-216.8pp | 116.20%-107.8pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,941 | $3,720-47.8% | $3,168-38.7% | $4,663-58.4% |
| Participant deferral / active EE | $2,427 | $5,716-57.5% | $5,013-51.6% | $6,689-63.7% |
| Admin fee / account holder | $19,105 | $17,138+11.5% | $10,961+74.3% | $13,390+42.7% |