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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 | $222,309 | $183,592+21.1% | $155,574+42.9% | $145,877+52.4% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 14.58% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,083 | $5,317-79.6% | $4,676-76.8% | $4,663-76.8% |
| Participant deferral / active EE | $4,451 | $6,466-31.2% | $5,629-20.9% | $6,691-33.5% |
| Admin fee / account holder | $432 | $19,316-97.8% | $15,914-97.3% | $13,402-96.8% |