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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 | $168,887 | $110,039+53.5% | $97,260+73.6% | $145,884+15.8% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 18.13% | 244.44%-226.3pp | 75.54%-57.4pp | 551.85%-533.7pp |
| Employer contribution / active EE | $470 | $3,074-84.7% | $2,721-82.7% | $4,662-89.9% |
| Participant deferral / active EE | $2,356 | $4,674-49.6% | $4,262-44.7% | $6,690-64.8% |
| Admin fee / account holder | $6,411 | $6,204+3.3% | $5,640+13.7% | $13,392-52.1% |