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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 | $197,375 | $132,099+49.4% | $115,599+70.7% | $138,895+42.1% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.3%-32.6pp | 79.9%-38.3pp |
| Annual return | 19.55% | 176.76%-157.2pp | 111.10%-91.5pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,141 | $3,416-66.6% | $2,955-61.4% | $4,194-72.8% |
| Participant deferral / active EE | $4,426 | $5,617-21.2% | $4,889-9.5% | $6,396-30.8% |
| Admin fee / account holder | $5,295 | $15,650-66.2% | $12,841-58.8% | $12,562-57.8% |