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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 | $200,553 | $114,013+75.9% | $103,693+93.4% | $155,188+29.2% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 80.8%-40.8pp |
| Annual return | 15.05% | 49.31%-34.3pp | 47.61%-32.6pp | 148.84%-133.8pp |
| Employer contribution / active EE | $956 | $3,131-69.5% | $2,920-67.3% | $4,248-77.5% |
| Participant deferral / active EE | $2,753 | $4,970-44.6% | $4,579-39.9% | $6,531-57.9% |
| Admin fee / account holder | $20,631 | $8,407+145.4% | $7,858+162.5% | $14,480+42.5% |