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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 | $139,787 | $111,878+24.9% | $93,727+49.1% | $145,897-4.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 19.12% | 204.28%-185.2pp | 133.83%-114.7pp | 552.29%-533.2pp |
| Employer contribution / active EE | $758 | $3,092-75.5% | $2,421-68.7% | $4,663-83.7% |
| Participant deferral / active EE | $1,426 | $4,920-71.0% | $4,417-67.7% | $6,689-78.7% |
| Admin fee / account holder | $935 | $10,256-90.9% | $8,292-88.7% | $13,390-93.0% |