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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 | $238,059 | $104,937+126.9% | $84,628+181.3% | $152,897+55.7% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 23.85% | 373.88%-350.0pp | 258.80%-234.9pp | 345.43%-321.6pp |
| Employer contribution / active EE | $3,366 | $3,303+1.9% | $2,653+26.9% | $4,764-29.3% |
| Participant deferral / active EE | $7,593 | $4,690+61.9% | $3,900+94.7% | $5,851+29.8% |
| Admin fee / account holder | $9,996 | $6,243+60.1% | $4,914+103.4% | $11,599-13.8% |