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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 | $193,651 | $148,629+30.3% | $135,982+42.4% | $139,487+38.8% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 17.77% | 79.33%-61.6pp | 68.32%-50.6pp | 373.84%-356.1pp |
| Employer contribution / active EE | $2,609 | $5,247-50.3% | $4,859-46.3% | $4,755-45.1% |
| Participant deferral / active EE | $5,645 | $8,102-30.3% | $7,760-27.2% | $6,713-15.9% |
| Admin fee / account holder | $1,827 | $12,406-85.3% | $10,767-83.0% | $11,407-84.0% |