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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 | $83,417 | $226,135-63.1% | $182,558-54.3% | $152,909-45.4% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.5%-25.3pp |
| Annual return | 22.74% | 192.60%-169.9pp | 148.59%-125.8pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,381 | $4,979-52.2% | $4,076-41.6% | $4,764-50.0% |
| Participant deferral / active EE | $3,477 | $6,371-45.4% | $5,526-37.1% | $5,851-40.6% |
| Admin fee / account holder | $698 | $10,707-93.5% | $8,594-91.9% | $11,601-94.0% |