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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 | $192,368 | $157,276+22.3% | $141,177+36.3% | $152,885+25.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.75% | 64.33%-45.6pp | 71.40%-52.6pp | 345.39%-326.6pp |
| Employer contribution / active EE | $1,792 | $5,262-65.9% | $4,736-62.2% | $4,763-62.4% |
| Participant deferral / active EE | $6,096 | $7,110-14.3% | $6,710-9.1% | $5,851+4.2% |
| Admin fee / account holder | $11,033 | $12,123-9.0% | $10,263+7.5% | $11,598-4.9% |