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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 | $175,065 | $152,619+14.7% | $125,195+39.8% | $152,909+14.5% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 16.70% | 54.85%-38.1pp | 43.79%-27.1pp | 345.46%-328.8pp |
| Employer contribution / active EE | $1,551 | $4,947-68.6% | $3,866-59.9% | $4,764-67.4% |
| Participant deferral / active EE | $3,105 | $5,869-47.1% | $4,937-37.1% | $5,851-46.9% |
| Admin fee / account holder | $2,992 | $13,437-77.7% | $9,704-69.2% | $11,601-74.2% |