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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 | $170,100 | $111,878+52.0% | $93,727+81.5% | $145,897+16.6% |
| Participation rate | 63.2% | 74.2%-11.1pp | 68.7%-5.6pp | 80.3%-17.1pp |
| Annual return | 8.21% | 204.28%-196.1pp | 133.83%-125.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,194 | $3,092-61.4% | $2,421-50.7% | $4,663-74.4% |
| Participant deferral / active EE | $3,179 | $4,920-35.4% | $4,417-28.0% | $6,689-52.5% |
| Admin fee / account holder | $1,596 | $10,256-84.4% | $8,292-80.7% | $13,390-88.1% |