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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 | $234,095 | $157,304+48.8% | $141,197+65.8% | $152,909+53.1% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.5%-38.7pp |
| Annual return | 31.13% | 64.34%-33.2pp | 71.41%-40.3pp | 345.46%-314.3pp |
| Employer contribution / active EE | $1,517 | $5,263-71.2% | $4,736-68.0% | $4,764-68.2% |
| Participant deferral / active EE | $4,845 | $7,111-31.9% | $6,710-27.8% | $5,851-17.2% |
| Admin fee / account holder | $1,201 | $12,126-90.1% | $10,265-88.3% | $11,601-89.6% |