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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 | $160,472 | $106,267+51.0% | $96,520+66.3% | $139,456+15.1% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.3%-51.3pp | 80.3%-57.3pp |
| Annual return | 14.40% | 38.45%-24.0pp | 35.72%-21.3pp | 373.45%-359.0pp |
| Employer contribution / active EE | $1,027 | $4,105-75.0% | $3,739-72.5% | $4,753-78.4% |
| Participant deferral / active EE | $4,476 | $5,454-17.9% | $4,879-8.2% | $6,711-33.3% |
| Admin fee / account holder | $3,780 | $7,882-52.0% | $6,733-43.9% | $11,407-66.9% |