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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 | $200,084 | $176,077+13.6% | $159,455+25.5% | $167,518+19.4% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 16.51% | 331.83%-315.3pp | 263.63%-247.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $1,088 | $5,298-79.5% | $4,830-77.5% | $4,838-77.5% |
| Participant deferral / active EE | $3,004 | $7,751-61.2% | $7,353-59.1% | $6,342-52.6% |
| Admin fee / account holder | $772 | $12,556-93.8% | $10,800-92.9% | $12,312-93.7% |