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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 | $115,225+72.2% | $100,712+97.0% | $138,895+42.9% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 12.43% | 40.35%-27.9pp | 33.27%-20.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,446 | $2,771-47.8% | $2,313-37.5% | $4,194-65.5% |
| Participant deferral / active EE | $3,843 | $4,699-18.2% | $4,085-5.9% | $6,396-39.9% |
| Admin fee / account holder | $904 | $10,844-91.7% | $9,256-90.2% | $12,562-92.8% |