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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 | $134,817+31.6% | $123,973+43.1% | $155,188+14.3% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 18.01% | 515.49%-497.5pp | 388.13%-370.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $3,637 | $4,425-17.8% | $4,126-11.9% | $4,248-14.4% |
| Participant deferral / active EE | $11,134 | $5,706+95.1% | $5,247+112.2% | $6,531+70.5% |
| Admin fee / account holder | $2,349 | $13,245-82.3% | $11,799-80.1% | $14,480-83.8% |