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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 | $208,560 | $112,933+84.7% | $90,970+129.3% | $158,982+31.2% |
| Participation rate | 56.3% | 74.7%-18.5pp | 69.0%-12.8pp | 82.0%-25.7pp |
| Annual return | 10.52% | 215.82%-205.3pp | 134.60%-124.1pp | 302.99%-292.5pp |
| Employer contribution / active EE | $1,271 | $2,893-56.1% | $2,122-40.1% | $4,763-73.3% |
| Participant deferral / active EE | $4,193 | $4,128+1.6% | $3,373+24.3% | $5,983-29.9% |
| Admin fee / account holder | $4,383 | $8,047-45.5% | $5,961-26.5% | $11,252-61.0% |