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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 | $194,122 | $95,406+103.5% | $185,849+4.5% | $85,847+126.1% |
| Participation rate | 52.6% | 68.8%-16.1pp | 81.7%-29.1pp | 69.3%-16.7pp |
| Annual return | 11.88% | 23.59%-11.7pp | 122.10%-110.2pp | 318.61%-306.7pp |
| Employer contribution / active EE | $3,425 | $3,314+3.4% | $5,169-33.7% | $2,565+33.5% |
| Participant deferral / active EE | $7,217 | $3,424+110.8% | $5,569+29.6% | $3,952+82.6% |
| Admin fee / account holder | $23,503 | $7,214+225.8% | $16,244+44.7% | $6,261+275.4% |