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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 | $153,686 | $103,008+49.2% | $90,304+70.2% | $152,897+0.5% |
| Participation rate | 47.4% | 75.9%-28.5pp | 73.3%-25.9pp | 82.5%-35.1pp |
| Annual return | 22.70% | 95.22%-72.5pp | 78.13%-55.4pp | 345.43%-322.7pp |
| Employer contribution / active EE | $3,841 | $3,139+22.4% | $2,855+34.6% | $4,764-19.4% |
| Participant deferral / active EE | $1,597 | $4,281-62.7% | $3,885-58.9% | $5,851-72.7% |
| Admin fee / account holder | $27,922 | $6,175+352.2% | $5,354+421.5% | $11,599+140.7% |