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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 | $195,649 | $118,875+64.6% | $96,572+102.6% | $167,553+16.8% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.8%-11.0pp | 82.1%-23.3pp |
| Annual return | 8.66% | 50.50%-41.8pp | 37.79%-29.1pp | 478.89%-470.2pp |
| Employer contribution / active EE | $1,020 | $3,121-67.3% | $2,357-56.7% | $4,840-78.9% |
| Participant deferral / active EE | $3,092 | $4,617-33.0% | $3,850-19.7% | $6,343-51.3% |
| Admin fee / account holder | $3,431 | $8,070-57.5% | $6,183-44.5% | $12,316-72.1% |