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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 | $222,309 | $183,592+21.1% | $155,567+42.9% | $145,959+52.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 14.58% | 61.24%-46.7pp | 64.74%-50.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,083 | $5,315-79.6% | $4,674-76.8% | $4,661-76.8% |
| Participant deferral / active EE | $4,451 | $6,464-31.1% | $5,628-20.9% | $6,689-33.4% |
| Admin fee / account holder | $432 | $19,318-97.8% | $15,916-97.3% | $13,398-96.8% |