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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 | $248,394 | $129,737+91.5% | $119,126+108.5% | $154,746+60.5% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 17.91% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $10,745 | $4,375+145.6% | $4,034+166.4% | $4,379+145.4% |
| Participant deferral / active EE | $7,046 | $5,842+20.6% | $5,318+32.5% | $6,730+4.7% |
| Admin fee / account holder | $3,424 | $11,961-71.4% | $10,693-68.0% | $14,365-76.2% |