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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 | $143,455 | $198,462-27.7% | $170,439-15.8% | $147,585-2.8% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 21.53% | 257.30%-235.8pp | 205.94%-184.4pp | 578.58%-557.1pp |
| Employer contribution / active EE | $2,628 | $6,184-57.5% | $5,433-51.6% | $4,876-46.1% |
| Participant deferral / active EE | $4,388 | $5,629-22.1% | $4,939-11.2% | $5,439-19.3% |
| Admin fee / account holder | $1,532 | $16,852-90.9% | $13,881-89.0% | $10,886-85.9% |