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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 | $122,383 | $157,276-22.2% | $141,177-13.3% | $152,885-20.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 24.69% | 64.33%-39.6pp | 71.40%-46.7pp | 345.39%-320.7pp |
| Employer contribution / active EE | $1,719 | $5,262-67.3% | $4,736-63.7% | $4,763-63.9% |
| Participant deferral / active EE | $3,193 | $7,110-55.1% | $6,710-52.4% | $5,851-45.4% |
| Admin fee / account holder | $938 | $12,123-92.3% | $10,263-90.9% | $11,598-91.9% |