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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 | $201,345 | $109,905+83.2% | $98,506+104.4% | $167,553+20.2% |
| Participation rate | 31.6% | 75.8%-44.3pp | 73.3%-41.8pp | 82.1%-50.5pp |
| Annual return | 10.52% | 1960.20%-1949.7pp | 1494.92%-1484.4pp | 478.89%-468.4pp |
| Employer contribution / active EE | $1,751 | $3,226-45.7% | $2,961-40.9% | $4,840-63.8% |
| Participant deferral / active EE | $1,700 | $4,674-63.6% | $4,277-60.3% | $6,343-73.2% |
| Admin fee / account holder | $1,153 | $6,760-83.0% | $5,955-80.6% | $12,316-90.6% |