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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 | $201,563 | $148,623+35.6% | $135,974+48.2% | $139,466+44.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 22.64% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.0pp |
| Employer contribution / active EE | $3,710 | $5,246-29.3% | $4,859-23.6% | $4,754-22.0% |
| Participant deferral / active EE | $9,648 | $8,103+19.1% | $7,760+24.3% | $6,712+43.7% |
| Admin fee / account holder | $39,526 | $12,406+218.6% | $10,767+267.1% | $11,409+246.5% |