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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 | $161,002 | $114,119+41.1% | $107,187+50.2% | $138,895+15.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 18.89% | 273.21%-254.3pp | 204.55%-185.7pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,823 | $4,059-55.1% | $3,782-51.8% | $4,194-56.5% |
| Participant deferral / active EE | $4,485 | $5,538-19.0% | $5,096-12.0% | $6,396-29.9% |
| Admin fee / account holder | $1,706 | $10,024-83.0% | $9,162-81.4% | $12,562-86.4% |