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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 | $237,189 | $165,399+43.4% | $149,745+58.4% | $158,982+49.2% |
| Participation rate | 38.1% | 84.6%-46.5pp | 82.5%-44.4pp | 82.0%-43.9pp |
| Annual return | 11.48% | 348.34%-336.9pp | 276.72%-265.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $1,727 | $5,105-66.2% | $4,646-62.8% | $4,763-63.7% |
| Participant deferral / active EE | $7,061 | $7,183-1.7% | $6,843+3.2% | $5,983+18.0% |
| Admin fee / account holder | $36,385 | $10,811+236.5% | $9,312+290.7% | $11,252+223.4% |