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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 | $141,795 | $180,749-21.6% | $160,784-11.8% | $137,256+3.3% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 16.36% | 2234.46%-2218.1pp | 1803.92%-1787.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $850 | $4,155-79.5% | $3,733-77.2% | $4,156-79.5% |
| Participant deferral / active EE | $1,672 | $6,844-75.6% | $6,293-73.4% | $6,407-73.9% |
| Admin fee / account holder | $3,170 | $10,397-69.5% | $9,717-67.4% | $12,270-74.2% |