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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 | $134,817+19.4% | $123,973+29.9% | $155,188+3.7% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 18.89% | 515.49%-496.6pp | 388.13%-369.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,823 | $4,425-58.8% | $4,126-55.8% | $4,248-57.1% |
| Participant deferral / active EE | $4,485 | $5,706-21.4% | $5,247-14.5% | $6,531-31.3% |
| Admin fee / account holder | $1,706 | $13,245-87.1% | $11,799-85.5% | $14,480-88.2% |