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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 | $242,019 | $162,136+49.3% | $152,301+58.9% | $154,746+56.4% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 12.07% | 91.02%-79.0pp | 80.50%-68.4pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,011 | $4,890-79.3% | $4,624-78.1% | $4,379-76.9% |
| Participant deferral / active EE | $3,914 | $8,341-53.1% | $8,004-51.1% | $6,730-41.8% |
| Admin fee / account holder | $114,524 | $15,759+626.7% | $14,398+695.4% | $14,365+697.2% |