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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 | $245,452 | $72,446+238.8% | $67,561+263.3% | $145,877+68.3% |
| Participation rate | 46.7% | 76.9%-30.2pp | 72.9%-26.2pp | 80.3%-33.6pp |
| Annual return | 15.04% | 7211.98%-7196.9pp | 3525.44%-3510.4pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,444 | $3,072-20.5% | $2,735-10.6% | $4,663-47.6% |
| Participant deferral / active EE | $5,981 | $4,785+25.0% | $4,003+49.4% | $6,691-10.6% |
| Admin fee / account holder | $4,299 | $5,541-22.4% | $4,006+7.3% | $13,402-67.9% |