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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 | $203,091 | $157,304+29.1% | $141,197+43.8% | $152,909+32.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 22.77% | 64.34%-41.6pp | 71.41%-48.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,902 | $5,263-44.9% | $4,736-38.7% | $4,764-39.1% |
| Participant deferral / active EE | $6,896 | $7,111-3.0% | $6,710+2.8% | $5,851+17.9% |
| Admin fee / account holder | $1,763 | $12,126-85.5% | $10,265-82.8% | $11,601-84.8% |