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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 | $195,324 | $110,410+76.9% | $102,437+90.7% | $145,897+33.9% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 10.65% | 24.85%-14.2pp | 24.95%-14.3pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,450 | $4,217-65.6% | $3,871-62.5% | $4,663-68.9% |
| Participant deferral / active EE | $2,929 | $5,622-47.9% | $5,060-42.1% | $6,689-56.2% |
| Admin fee / account holder | $1,521 | $9,745-84.4% | $8,388-81.9% | $13,390-88.6% |