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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 | $196,232 | $114,013+72.1% | $103,693+89.2% | $155,188+26.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 80.8%-40.8pp |
| Annual return | 9.90% | 49.31%-39.4pp | 47.61%-37.7pp | 148.84%-138.9pp |
| Employer contribution / active EE | $989 | $3,131-68.4% | $2,920-66.1% | $4,248-76.7% |
| Participant deferral / active EE | $6,399 | $4,970+28.8% | $4,579+39.7% | $6,531-2.0% |
| Admin fee / account holder | $753 | $8,407-91.0% | $7,858-90.4% | $14,480-94.8% |