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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 | $192,320 | $101,591+89.3% | $147,096+30.7% | $74,429+158.4% |
| Participation rate | 54.0% | 75.5%-21.5pp | 82.2%-28.2pp | 67.2%-13.2pp |
| Annual return | 35.84% | 8746.45%-8710.6pp | 419.75%-383.9pp | 1368.38%-1332.5pp |
| Employer contribution / active EE | $1,827 | $3,813-52.1% | $4,936-63.0% | $2,625-30.4% |
| Participant deferral / active EE | $4,577 | $7,302-37.3% | $8,071-43.3% | $4,348+5.3% |
| Admin fee / account holder | $1,994 | $1,750+13.9% | $13,005-84.7% | $1,944+2.5% |