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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 | $196,416 | $168,635+16.5% | $147,617+33.1% | $125,389+56.6% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -1.48% | 77.65%-79.1pp | 61.98%-63.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,286 | $6,252-79.4% | $5,564-76.9% | $4,866-73.6% |
| Participant deferral / active EE | $4,695 | $5,507-14.8% | $4,895-4.1% | $5,352-12.3% |
| Admin fee / account holder | $869 | $13,580-93.6% | $11,612-92.5% | $9,541-90.9% |