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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 | $222,330 | $100,911+120.3% | $90,440+145.8% | $158,966+39.9% |
| Participation rate | 18.2% | 75.0%-56.8pp | 72.7%-54.5pp | 82.0%-63.8pp |
| Annual return | 30.58% | 1726.62%-1696.0pp | 1294.38%-1263.8pp | 302.95%-272.4pp |
| Employer contribution / active EE | $428 | $3,690-88.4% | $3,263-86.9% | $4,762-91.0% |
| Participant deferral / active EE | $4,136 | $4,348-4.9% | $3,964+4.4% | $5,983-30.9% |
| Admin fee / account holder | $438 | $6,507-93.3% | $5,615-92.2% | $11,250-96.1% |