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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 | $237,541 | $124,346+91.0% | $111,308+113.4% | $167,536+41.8% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 16.12% | 37.45%-21.3pp | 54.67%-38.5pp | 478.82%-462.7pp |
| Employer contribution / active EE | $2,090 | $3,437-39.2% | $2,732-23.5% | $4,839-56.8% |
| Participant deferral / active EE | $9,415 | $5,182+81.7% | $4,487+109.8% | $6,342+48.4% |
| Admin fee / account holder | $5,858 | $10,621-44.9% | $7,965-26.5% | $12,315-52.4% |