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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 | $205,066 | $112,933+81.6% | $90,970+125.4% | $158,982+29.0% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 12.78% | 215.82%-203.0pp | 134.60%-121.8pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,765 | $2,893-39.0% | $2,122-16.8% | $4,763-62.9% |
| Participant deferral / active EE | $3,900 | $4,128-5.5% | $3,373+15.6% | $5,983-34.8% |
| Admin fee / account holder | $2,225 | $8,047-72.3% | $5,961-62.7% | $11,252-80.2% |