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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 | $192,666 | $111,535+72.7% | $105,223+83.1% | $137,256+40.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 14.83% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,034 | $3,939-73.8% | $3,689-72.0% | $4,156-75.1% |
| Participant deferral / active EE | $13,056 | $5,500+137.4% | $5,072+157.4% | $6,407+103.8% |
| Admin fee / account holder | $2,303 | $9,721-76.3% | $8,859-74.0% | $12,270-81.2% |