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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 | $188,215 | $160,028+17.6% | $147,080+28.0% | $145,884+29.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.56% | 98.60%-88.0pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,358 | $5,286-55.4% | $4,933-52.2% | $4,662-49.4% |
| Participant deferral / active EE | $5,808 | $8,422-31.0% | $8,066-28.0% | $6,690-13.2% |
| Admin fee / account holder | $10,582 | $15,030-29.6% | $12,989-18.5% | $13,392-21.0% |