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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 | $226,090-63.1% | $182,531-54.3% | $152,885-45.4% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.5%-25.3pp |
| Annual return | 22.74% | 192.57%-169.8pp | 148.57%-125.8pp | 345.39%-322.6pp |
| Employer contribution / active EE | $2,381 | $4,978-52.2% | $4,075-41.6% | $4,763-50.0% |
| Participant deferral / active EE | $3,477 | $6,369-45.4% | $5,525-37.1% | $5,851-40.6% |
| Admin fee / account holder | $698 | $10,705-93.5% | $8,593-91.9% | $11,598-94.0% |