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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 | $193,473 | $110,379+75.3% | $102,412+88.9% | $145,884+32.6% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 11.74% | 24.84%-13.1pp | 24.94%-13.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,294 | $4,216-21.9% | $3,870-14.9% | $4,662-29.4% |
| Participant deferral / active EE | $5,898 | $5,622+4.9% | $5,060+16.6% | $6,690-11.8% |
| Admin fee / account holder | $1,432 | $9,745-85.3% | $8,388-82.9% | $13,392-89.3% |