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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 | $198,449 | $112,729+76.0% | $98,716+101.0% | $137,256+44.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 12.43% | 38.48%-26.1pp | 31.81%-19.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,446 | $2,725-47.0% | $2,279-36.5% | $4,156-65.2% |
| Participant deferral / active EE | $3,843 | $4,640-17.2% | $4,048-5.1% | $6,407-40.0% |
| Admin fee / account holder | $904 | $10,129-91.1% | $8,703-89.6% | $12,270-92.6% |