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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 | $101,672+89.2% | $147,117+30.7% | $74,478+158.2% |
| Participation rate | 54.0% | 75.5%-21.5pp | 82.2%-28.2pp | 67.2%-13.2pp |
| Annual return | 35.84% | 8757.83%-8722.0pp | 420.54%-384.7pp | 1370.56%-1334.7pp |
| Employer contribution / active EE | $1,827 | $3,813-52.1% | $4,932-63.0% | $2,626-30.4% |
| Participant deferral / active EE | $4,577 | $7,305-37.3% | $8,065-43.2% | $4,350+5.2% |
| Admin fee / account holder | $1,994 | $1,753+13.7% | $12,993-84.7% | $1,946+2.5% |