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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 | $226,961 | $160,040+41.8% | $147,096+54.3% | $145,877+55.6% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 12.51% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,238 | $5,289-76.6% | $4,936-74.9% | $4,663-73.5% |
| Participant deferral / active EE | $6,571 | $8,429-22.0% | $8,071-18.6% | $6,691-1.8% |
| Admin fee / account holder | $1,346 | $15,050-91.1% | $13,005-89.7% | $13,402-90.0% |