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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 | $164,444 | $217,432-24.4% | $185,849-11.5% | $167,536-1.8% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 21.60% | 148.42%-126.8pp | 122.10%-100.5pp | 478.82%-457.2pp |
| Employer contribution / active EE | $3,368 | $5,875-42.7% | $5,169-34.8% | $4,839-30.4% |
| Participant deferral / active EE | $6,842 | $6,357+7.6% | $5,569+22.9% | $6,342+7.9% |
| Admin fee / account holder | $558 | $19,818-97.2% | $16,244-96.6% | $12,315-95.5% |