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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 | $195,652 | $72,071+171.5% | $68,368+186.2% | $137,256+42.5% |
| Participation rate | 35.7% | 76.2%-40.5pp | 73.8%-38.0pp | 80.0%-44.2pp |
| Annual return | 13.50% | 353.14%-339.6pp | 292.57%-279.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,294 | $2,788-53.6% | $2,649-51.2% | $4,156-68.9% |
| Participant deferral / active EE | $1,419 | $4,410-67.8% | $4,123-65.6% | $6,407-77.8% |
| Admin fee / account holder | $4,536 | $5,336-15.0% | $5,150-11.9% | $12,270-63.0% |