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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 | $186,480 | $112,933+65.1% | $90,970+105.0% | $158,982+17.3% |
| Participation rate | 47.4% | 74.7%-27.4pp | 69.0%-21.6pp | 82.0%-34.6pp |
| Annual return | 28.45% | 215.82%-187.4pp | 134.60%-106.1pp | 302.99%-274.5pp |
| Employer contribution / active EE | $656 | $2,893-77.3% | $2,122-69.1% | $4,763-86.2% |
| Participant deferral / active EE | $2,353 | $4,128-43.0% | $3,373-30.2% | $5,983-60.7% |
| Admin fee / account holder | $1,374 | $8,047-82.9% | $5,961-76.9% | $11,252-87.8% |