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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 | $167,005 | $217,427-23.2% | $185,837-10.1% | $167,518-0.3% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.3pp |
| Annual return | 17.63% | 148.39%-130.8pp | 122.08%-104.4pp | 478.71%-461.1pp |
| Employer contribution / active EE | $4,125 | $5,874-29.8% | $5,168-20.2% | $4,838-14.8% |
| Participant deferral / active EE | $5,638 | $6,357-11.3% | $5,568+1.2% | $6,342-11.1% |
| Admin fee / account holder | $1,089 | $19,816-94.5% | $16,241-93.3% | $12,312-91.2% |