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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 | $132,634+48.8% | $115,768+70.5% | $137,256+43.8% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.4%-32.7pp | 80.0%-38.3pp |
| Annual return | 19.55% | 160.70%-141.1pp | 100.46%-80.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,141 | $3,360-66.0% | $2,940-61.2% | $4,156-72.5% |
| Participant deferral / active EE | $4,426 | $5,619-21.2% | $4,917-10.0% | $6,407-30.9% |
| Admin fee / account holder | $5,295 | $15,028-64.8% | $12,439-57.4% | $12,270-56.8% |