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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 | $192,320 | $101,653+89.2% | $147,080+30.8% | $74,459+158.3% |
| Participation rate | 54.0% | 75.6%-21.6pp | 82.2%-28.2pp | 67.2%-13.2pp |
| Annual return | 35.84% | 8754.98%-8719.1pp | 420.17%-384.3pp | 1369.70%-1333.9pp |
| Employer contribution / active EE | $1,827 | $3,813-52.1% | $4,933-63.0% | $2,626-30.4% |
| Participant deferral / active EE | $4,577 | $7,304-37.3% | $8,066-43.3% | $4,350+5.2% |
| Admin fee / account holder | $1,994 | $1,752+13.8% | $12,989-84.6% | $1,945+2.5% |