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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 | $208,088-31.9% | $186,193-23.8% | $154,746-8.4% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.1%-52.1pp | 80.7%-55.7pp |
| Annual return | 16.36% | 89.97%-73.6pp | 78.03%-61.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $850 | $4,340-80.4% | $3,918-78.3% | $4,379-80.6% |
| Participant deferral / active EE | $1,672 | $7,078-76.4% | $6,513-74.3% | $6,730-75.2% |
| Admin fee / account holder | $3,170 | $11,698-72.9% | $11,058-71.3% | $14,365-77.9% |