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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 | $187,134 | $102,393+82.8% | $147,041+27.3% | $80,911+131.3% |
| Participation rate | 67.7% | 75.9%-8.1pp | 82.2%-14.4pp | 67.6%+0.1pp |
| Annual return | 14.01% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $3,462 | $3,715-6.8% | $4,935-29.8% | $2,756+25.6% |
| Participant deferral / active EE | $9,718 | $6,647+46.2% | $8,071+20.4% | $4,297+126.1% |
| Admin fee / account holder | $10,920 | $7,943+37.5% | $13,006-16.0% | $6,935+57.5% |