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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 | $211,931 | $209,422+1.2% | $178,503+18.7% | $158,982+33.3% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 22.21% | 188.81%-166.6pp | 151.12%-128.9pp | 302.99%-280.8pp |
| Employer contribution / active EE | $4,076 | $5,707-28.6% | $5,011-18.7% | $4,763-14.4% |
| Participant deferral / active EE | $3,900 | $5,955-34.5% | $5,202-25.0% | $5,983-34.8% |
| Admin fee / account holder | $1,294 | $17,079-92.4% | $13,987-90.8% | $11,252-88.5% |