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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 | $200,553 | $102,595+95.5% | $94,057+113.2% | $154,746+29.6% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 15.05% | 583.42%-568.4pp | 480.62%-465.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $956 | $3,147-69.6% | $2,933-67.4% | $4,379-78.2% |
| Participant deferral / active EE | $2,753 | $5,118-46.2% | $4,709-41.6% | $6,730-59.1% |
| Admin fee / account holder | $20,631 | $7,736+166.7% | $7,244+184.8% | $14,365+43.6% |