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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 | $219,046 | $106,267+106.1% | $96,520+126.9% | $139,456+57.1% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 13.10% | 38.45%-25.4pp | 35.72%-22.6pp | 373.45%-360.4pp |
| Employer contribution / active EE | $1,387 | $4,105-66.2% | $3,739-62.9% | $4,753-70.8% |
| Participant deferral / active EE | $4,836 | $5,454-11.3% | $4,879-0.9% | $6,711-28.0% |
| Admin fee / account holder | $1,723 | $7,882-78.1% | $6,733-74.4% | $11,407-84.9% |