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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 | $196,103 | $124,336+57.7% | $111,303+76.2% | $167,518+17.1% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 13.77% | 37.45%-23.7pp | 54.66%-40.9pp | 478.71%-464.9pp |
| Employer contribution / active EE | $1,633 | $3,436-52.5% | $2,731-40.2% | $4,838-66.2% |
| Participant deferral / active EE | $4,371 | $5,181-15.6% | $4,487-2.6% | $6,342-31.1% |
| Admin fee / account holder | $6,744 | $10,623-36.5% | $7,966-15.3% | $12,312-45.2% |