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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 | $242,503 | $102,595+136.4% | $94,057+157.8% | $154,746+56.7% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 12.77% | 583.42%-570.7pp | 480.62%-467.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $3,301 | $3,147+4.9% | $2,933+12.5% | $4,379-24.6% |
| Participant deferral / active EE | $5,156 | $5,118+0.7% | $4,709+9.5% | $6,730-23.4% |
| Admin fee / account holder | $9,612 | $7,736+24.3% | $7,244+32.7% | $14,365-33.1% |