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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 | $114,203 | $209,425-45.5% | $178,499-36.0% | $158,966-28.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 23.25% | 188.80%-165.5pp | 151.10%-127.9pp | 302.95%-279.7pp |
| Employer contribution / active EE | $2,213 | $5,707-61.2% | $5,011-55.8% | $4,762-53.5% |
| Participant deferral / active EE | $2,927 | $5,955-50.8% | $5,202-43.7% | $5,983-51.1% |
| Admin fee / account holder | $1,522 | $17,078-91.1% | $13,986-89.1% | $11,250-86.5% |