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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 | $171,082 | $157,296+8.8% | $141,191+21.2% | $152,897+11.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 26.75% | 64.34%-37.6pp | 71.41%-44.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $1,208 | $5,262-77.0% | $4,736-74.5% | $4,764-74.6% |
| Participant deferral / active EE | $3,855 | $7,111-45.8% | $6,710-42.6% | $5,851-34.1% |
| Admin fee / account holder | $1,167 | $12,125-90.4% | $10,264-88.6% | $11,599-89.9% |