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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 | $184,271 | $100,139+84.0% | $85,187+116.3% | $145,884+26.3% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 13.30% | 84.15%-70.9pp | 66.67%-53.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,483 | $3,238-23.3% | $2,732-9.1% | $4,662-46.8% |
| Participant deferral / active EE | $5,014 | $5,296-5.3% | $4,525+10.8% | $6,690-25.0% |
| Admin fee / account holder | $4,283 | $7,262-41.0% | $6,162-30.5% | $13,392-68.0% |