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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 | $177,415 | $129,737+36.7% | $119,126+48.9% | $154,746+14.6% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 18.01% | 379.08%-361.1pp | 282.11%-264.1pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,637 | $4,375-16.9% | $4,034-9.8% | $4,379-17.0% |
| Participant deferral / active EE | $11,134 | $5,842+90.6% | $5,318+109.4% | $6,730+65.4% |
| Admin fee / account holder | $2,349 | $11,961-80.4% | $10,693-78.0% | $14,365-83.7% |