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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 | $217,572 | $171,492+26.9% | $150,734+44.3% | $198,609+9.5% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 7.99% | 804.70%-796.7pp | 600.81%-592.8pp | 202.70%-194.7pp |
| Employer contribution / active EE | $4,506 | $5,470-17.6% | $4,918-8.4% | $5,055-10.9% |
| Participant deferral / active EE | $17,375 | $6,259+177.6% | $5,610+209.7% | $6,977+149.0% |
| Admin fee / account holder | $2,518 | $17,628-85.7% | $14,905-83.1% | $19,030-86.8% |