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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 | $212,724 | $111,535+90.7% | $105,223+102.2% | $137,256+55.0% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 13.34% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,844 | $5,500+24.4% | $5,072+34.9% | $6,407+6.8% |
| Admin fee / account holder | $6,325 | $9,721-34.9% | $8,859-28.6% | $12,270-48.5% |