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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 | $226,782 | $129,737+74.8% | $119,126+90.4% | $154,746+46.6% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 18.65% | 379.08%-360.4pp | 282.11%-263.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,744 | $4,375-60.1% | $4,034-56.8% | $4,379-60.2% |
| Participant deferral / active EE | $7,939 | $5,842+35.9% | $5,318+49.3% | $6,730+18.0% |
| Admin fee / account holder | $4,460 | $11,961-62.7% | $10,693-58.3% | $14,365-69.0% |