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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 | $237,485 | $175,257+35.5% | $149,717+58.6% | $139,456+70.3% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 15.80% | 166.70%-150.9pp | 134.41%-118.6pp | 373.45%-357.6pp |
| Employer contribution / active EE | $1,946 | $5,477-64.5% | $4,820-59.6% | $4,753-59.1% |
| Participant deferral / active EE | $9,528 | $6,521+46.1% | $5,682+67.7% | $6,711+42.0% |
| Admin fee / account holder | $1,863 | $16,156-88.5% | $13,213-85.9% | $11,407-83.7% |