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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 | $196,643 | $165,399+18.9% | $149,745+31.3% | $158,982+23.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 11.19% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $2,055 | $5,105-59.7% | $4,646-55.8% | $4,763-56.9% |
| Participant deferral / active EE | $3,493 | $7,183-51.4% | $6,843-49.0% | $5,983-41.6% |
| Admin fee / account holder | $1,039 | $10,811-90.4% | $9,312-88.8% | $11,252-90.8% |