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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 | $188,324 | $149,679+25.8% | $117,039+60.9% | $147,586+27.6% |
| Participation rate | 42.9% | 83.5%-40.6pp | 77.2%-34.3pp | 82.8%-40.0pp |
| Annual return | 16.68% | 19.31%-2.6pp | 18.95%-2.3pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,784 | $4,937-63.9% | $3,785-52.9% | $4,876-63.4% |
| Participant deferral / active EE | $4,967 | $4,912+1.1% | $3,929+26.4% | $5,439-8.7% |
| Admin fee / account holder | $819 | $7,856-89.6% | $5,974-86.3% | $10,886-92.5% |