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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 | $248,818 | $175,257+42.0% | $149,717+66.2% | $139,456+78.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 20.52% | 166.70%-146.2pp | 134.41%-113.9pp | 373.45%-352.9pp |
| Employer contribution / active EE | $2,081 | $5,477-62.0% | $4,820-56.8% | $4,753-56.2% |
| Participant deferral / active EE | $6,070 | $6,521-6.9% | $5,682+6.8% | $6,711-9.6% |
| Admin fee / account holder | $3,027 | $16,156-81.3% | $13,213-77.1% | $11,407-73.5% |