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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 | $164,895 | $88,710+85.9% | $81,783+101.6% | $145,959+13.0% |
| Participation rate | 59.1% | 75.0%-16.0pp | 72.4%-13.3pp | 80.3%-21.2pp |
| Annual return | 17.05% | 1027.26%-1010.2pp | 775.05%-758.0pp | 561.95%-544.9pp |
| Employer contribution / active EE | $1,367 | $3,083-55.7% | $2,913-53.1% | $4,661-70.7% |
| Participant deferral / active EE | $3,693 | $4,645-20.5% | $4,320-14.5% | $6,689-44.8% |
| Admin fee / account holder | $1,364 | $8,407-83.8% | $7,380-81.5% | $13,398-89.8% |