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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 | $229,886 | $183,539+25.3% | $155,556+47.8% | $145,897+57.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 12.09% | 61.31%-49.2pp | 64.84%-52.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,253 | $5,315-76.4% | $4,675-73.2% | $4,663-73.1% |
| Participant deferral / active EE | $6,073 | $6,467-6.1% | $5,631+7.8% | $6,689-9.2% |
| Admin fee / account holder | $98,747 | $19,275+412.3% | $15,885+521.6% | $13,390+637.4% |