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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 | $177,870 | $227,566-21.8% | $189,558-6.2% | $167,518+6.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.5%-18.5pp | 82.1%-22.1pp |
| Annual return | 11.16% | 78.43%-67.3pp | 64.19%-53.0pp | 478.71%-467.6pp |
| Employer contribution / active EE | $1,174 | $5,316-77.9% | $4,412-73.4% | $4,838-75.7% |
| Participant deferral / active EE | $3,444 | $7,002-50.8% | $6,174-44.2% | $6,342-45.7% |
| Admin fee / account holder | $2,387 | $11,881-79.9% | $9,809-75.7% | $12,312-80.6% |