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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 | $180,600 | $106,905+68.9% | $84,020+114.9% | $152,885+18.1% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 25.12% | 105.00%-79.9pp | 71.31%-46.2pp | 345.39%-320.3pp |
| Employer contribution / active EE | $1,042 | $2,735-61.9% | $1,984-47.5% | $4,763-78.1% |
| Participant deferral / active EE | $1,077 | $4,012-73.1% | $3,239-66.7% | $5,851-81.6% |
| Admin fee / account holder | $1,159 | $8,287-86.0% | $6,101-81.0% | $11,598-90.0% |