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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 | $118,019 | $217,432-45.7% | $185,849-36.5% | $167,536-29.6% |
| Participation rate | 53.8% | 86.1%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 16.52% | 148.42%-131.9pp | 122.10%-105.6pp | 478.82%-462.3pp |
| Employer contribution / active EE | $1,377 | $5,875-76.6% | $5,169-73.4% | $4,839-71.5% |
| Participant deferral / active EE | $3,387 | $6,357-46.7% | $5,569-39.2% | $6,342-46.6% |
| Admin fee / account holder | $5,791 | $19,818-70.8% | $16,244-64.3% | $12,315-53.0% |