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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 | $164,864 | $106,008+55.5% | $92,240+78.7% | $147,586+11.7% |
| Participation rate | 47.1% | 80.4%-33.4pp | 76.5%-29.4pp | 82.8%-35.8pp |
| Annual return | 20.90% | 50.05%-29.2pp | 176.29%-155.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $1,344 | $4,333-69.0% | $3,680-63.5% | $4,876-72.4% |
| Participant deferral / active EE | $4,083 | $4,478-8.8% | $3,897+4.8% | $5,439-24.9% |
| Admin fee / account holder | $6,945 | $6,333+9.7% | $5,194+33.7% | $10,886-36.2% |