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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 | $191,643 | $72,396+164.7% | $67,511+183.9% | $145,959+31.3% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.4pp | 80.3%-34.8pp |
| Annual return | 15.88% | 7194.07%-7178.2pp | 3517.41%-3501.5pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,421 | $3,071-53.7% | $2,733-48.0% | $4,661-69.5% |
| Participant deferral / active EE | $3,517 | $4,781-26.5% | $4,000-12.1% | $6,689-47.4% |
| Admin fee / account holder | $5,874 | $5,538+6.1% | $3,999+46.9% | $13,398-56.2% |