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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 | $170,372 | $112,131+51.9% | $95,964+77.5% | $158,982+7.2% |
| Participation rate | 57.9% | 79.0%-21.1pp | 77.1%-19.2pp | 82.0%-24.1pp |
| Annual return | 17.92% | 171.19%-153.3pp | 91.64%-73.7pp | 302.99%-285.1pp |
| Employer contribution / active EE | $1,510 | $3,199-52.8% | $2,541-40.6% | $4,763-68.3% |
| Participant deferral / active EE | $3,872 | $4,784-19.1% | $4,167-7.1% | $5,983-35.3% |
| Admin fee / account holder | $5,008 | $10,136-50.6% | $6,797-26.3% | $11,252-55.5% |