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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 | $193,593 | $175,257+10.5% | $149,717+29.3% | $139,456+38.8% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 17.87% | 166.70%-148.8pp | 134.41%-116.5pp | 373.45%-355.6pp |
| Employer contribution / active EE | $2,422 | $5,477-55.8% | $4,820-49.8% | $4,753-49.0% |
| Participant deferral / active EE | $12,396 | $6,521+90.1% | $5,682+118.2% | $6,711+84.7% |
| Admin fee / account holder | $1,112 | $16,156-93.1% | $13,213-91.6% | $11,407-90.3% |