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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 | $178,791 | $157,296+13.7% | $141,191+26.6% | $152,897+16.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 38.62% | 64.34%-25.7pp | 71.41%-32.8pp | 345.43%-306.8pp |
| Employer contribution / active EE | $7,500 | $5,262+42.5% | $4,736+58.4% | $4,764+57.4% |
| Participant deferral / active EE | $13,719 | $7,111+92.9% | $6,710+104.5% | $5,851+134.5% |
| Admin fee / account holder | $1,857 | $12,125-84.7% | $10,264-81.9% | $11,599-84.0% |