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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 | $180,531 | $114,119+58.2% | $107,187+68.4% | $138,895+30.0% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 12.82% | 273.21%-260.4pp | 204.55%-191.7pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,182 | $4,059-70.9% | $3,782-68.8% | $4,194-71.8% |
| Participant deferral / active EE | $1,593 | $5,538-71.2% | $5,096-68.7% | $6,396-75.1% |
| Admin fee / account holder | $5,839 | $10,024-41.8% | $9,162-36.3% | $12,562-53.5% |