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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 | $238,380 | $176,077+35.4% | $159,455+49.5% | $167,518+42.3% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 19.22% | 331.83%-312.6pp | 263.63%-244.4pp | 478.71%-459.5pp |
| Employer contribution / active EE | $3,581 | $5,298-32.4% | $4,830-25.9% | $4,838-26.0% |
| Participant deferral / active EE | $5,970 | $7,751-23.0% | $7,353-18.8% | $6,342-5.9% |
| Admin fee / account holder | $137,414 | $12,556+994.4% | $10,800+1172.3% | $12,312+1016.1% |