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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 | $204,532 | $166,131+23.1% | $164,975+24.0% | $145,877+40.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 20.27% | 100.37%-80.1pp | 70.12%-49.9pp | 551.28%-531.0pp |
| Employer contribution / active EE | $17,420 | $5,276+230.2% | $4,343+301.1% | $4,663+273.6% |
| Participant deferral / active EE | $15,250 | $6,962+119.0% | $6,033+152.8% | $6,691+127.9% |
| Admin fee / account holder | $2,151 | $16,648-87.1% | $12,688-83.0% | $13,402-84.0% |